Oracle portal 10g release 2 technical overview an oracle white paper august 2005

33
Oracle Portal 10g Release 2 Technical Overview An Oracle White Paper August 2005

Transcript of Oracle portal 10g release 2 technical overview an oracle white paper august 2005

Page 1: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

Oracle Portal 10g Release 2 Technical Overview An Oracle White Paper August 2005

Oracle Portal 10g Release 2 Technical Overview

Introduction 3 Wizard-Driven Page Design and Development 3

Creating and editing pages 3 Organizing and managing pages 4 Customizing pages and Portlets 4 Passing page parameters and events 4

Self-Service Content Publishing Management and Access 5 Publishing content 5 Content Item Types 5 Extending Content Attributes amp behavior 6 Content Management APIrsquos 6 Classifying and managing content 6 Navigating and accessing content 7 Routing content for review and approval 7 Subscribing to content and pages 7 Integrating with the desktop 7 Collaboration 8

Portal Development Tools and Services 8 Standards and Platforms 9 Rich Portlet Development Environment 13 Partners and Community 16 Application Integration 17

Deployment Support 19 Grid Computing and Oraclersquos Grid Computing Offering 19 Oracle Application Server 10g and Its Benefits 20 Performance and Architecture 21 Security 23 Hosting 24 Portal Management 25 Integration 31

Conclusion 32

Oracle Portal 10g Release 2 Technical Overview Page 2

Oracle Portal 10g Release 2 (1012) Technical Overview

INTRODUCTION Todays enterprises are gaining competitive advantage and realizing increased productivity by deploying an enterprise portal within their IT infrastructure Enterprise portals are specifically designed to be the single source of interaction with corporate information and the focal point for conducting day-to-day business The Oracle Application Server includes a complete and integrated solution for building deploying and maintaining a world-class enterprise portal

Oracle Portal combines a rich declarative environment for creating a portal Web interface publishing and managing information accessing dynamic data and customizing the portal experience with an extensible framework for any Web-based technology such as J2EE-based application access and Web Services Using Oracle Portal e-businesses have the power to connect employees partners and customers with the information they need as well as the flexibility to create views tailored to each community

This document covers the major technical features and services that have been implemented in Oracle Application Server Portal 10g (904) and Oracle Portal 10g Release 2 (1012)

WIZARD-DRIVEN PAGE DESIGN AND DEVELOPMENT Page design and development features within Oracle Portal give administrators page designers and end users a powerful environment in which to create content- rich secure Portal pages no programming is required Page content can include both portlets (re-usable components that expose an underlying information source) and content items (individual pieces of content - text image hyperlink etc - that reside on a page)

Creating and editing pages A simple wizard walks a page designer through the steps of creating a page defining its geometry and setting page-level properties (such as page-level parameters amp events) An editing dashboard provides additional controls and multiple views to add portlets or items to the page and update page properties An integrated style manager allows designers to define color and font schemes that can

Oracle Portal 10g Release 2 Technical Overview Page 3

be applied to a Portal page or page region No knowledge of HTML coding or editing of configuration files is required

Once the page is created then the developer has the option of exporting it as a JSP editing it further in their JSP editor of choice and then re-importing it into the framework

Organizing and managing pages Features for grouping pages into page groups and defining page templates give administrators the control they need to manage pages and page properties Settings at the page group level control the templates page and item types content properties and classifications and language translations that may be used by the pages contained within that page group Page templates provide a powerful way to include default portal content (portlets and items) and enforce pre-defined page style layout and security settings

Customizing pages and Portlets Page designers and administrators can control the level of page and portlet customization available to users from simple hideshowrearrange portlet privileges to full page building privileges In addition portlet developers can implement a customization mode that allows users to personalize portlet content and format including the ability to collapse infrequently used portlets

Passing page parameters and events Portlets can be connected to produce integrated Web-based applications even when the portlets publish data from different systems By defining portlet parameters and associating them with page-level parameters and events the page developer can wire portlets together A page parameter or selections in one portlet can actually drive the content and display of other portlets and pages

Oracle Portal also gives you the ability to formally map portlet events that when fired from the rendered page can force the invocation of the same page or another page and pass parameters Events are fired when a user clicks on a link button or other control on the page The key benefits to this functionality affect many user roles

bull As a page designer you can reuse the same portlets many times and control the navigation between pages

bull As a portlet developer you build fewer portlets because they can be reused and you do not have to hard code hyperlinks

bull As a portal or page user you can customize parameters in one central location (such as the Portal Home page) simplifying your efforts and end users are offered a more consistent interface through the reuse of portlets Thus your application learning curve is minimized

Oracle Portal 10g Release 2 Technical Overview Page 4

For example you can build a Helpdesk Trouble Ticket portlet that requests a ticket number from the user Upon entry the portlet passes the ticket number to a different page depending on the initial pagersquos intended purpose So upon entry of the ticket number in page one the Show Ticket Details page might be displayed Or upon entry of the ticket number on page two the Trouble Ticket Escalation page could be displayed

SELF-SERVICE CONTENT PUBLISHING MANAGEMENT AND ACCESS Browser-based wizards and integrated editing dialog boxes make it easy for page designers to publish and manage the content that appears on their pages Business users can also use this publishing environment to easily define collaborative work areas and to publish their business documents

Publishing content A simple wizard guides a publisher through the steps of defining content adding attributes and publishing to a page No knowledge of HTML is required Virtually any type of content can be published including files simple text hypertext links and server-side scripting Page and page region properties set by the page designer automatically format and display the content on the page with the proper color font location alignment and so on The pages themselves are organized within a page group which can be used to create ad hoc or carefully controlled content taxonomies

Content Item Types Content Items are one of the basic components of a Portal page Items in Oracle Portal are based on item types Item types define the contents of an item and the information that is stored about an item Users with the appropriate privileges can create an item type The information stored about an item is determined by the attributes of the item type

The following lists sample item types that may appear in Oracle Portal Users may or may not see any of the item types listed below The page group administrator controls the item types that display to a user for a particular page group

The default content item types include

bull File Uploads a file and stores it in the page group

bull URL Adds a link to another Web page Web site or document URL either internal or external to the page group

bull Text Adds text (up to 32KB) to display in the page

bull Image Uploads an image item

bull PLSQL PLSQL code that executes a PLSQL procedure and displays the results

bull Page Link Adds a link to display another page in the page group

Oracle Portal 10g Release 2 Technical Overview Page 5

bull Image Map Uploads an image map item An image map is an image with separate areas that users can click to go to different URLs

bull Zip File Lets users upload a set of files to the page group in a single operation For example users can replicate a Web site or file system so that it is contained in a page group

Extending Content Attributes amp behavior To extend the default item and page types page group administrators and Portal administrators can create new attributes for use within these custom types Attributes are custom fields that capture additional data about an item or page One or many custom item or page types may use them Custom attributes may be unique to a particular page group or applied across multiple page groups For example a search on a ldquodue daterdquo custom attribute will examine all items that have a due date attribute

Oracle Portal provides eight datatypes for the creation of custom attributes These datatypes include

bull Boolean (value of TRUE or FALSE)

bull Date

bull File

bull Number

bull Text

bull PLSQL

bull URL

bull Application component

Custom attributes support multiple translations (attribute is permitted to have a different value for each translation) and can be displayed in several formats including single-line multi-line and as a list of values

Content Management APIrsquos Application Programming Interfaces (APIs) for performing many common content management operations (add or modify items pages categories perspectives etc) are supported These APIs are backwards compatible with the Oracle9iAS Portal Release 1 (309) APIs and include new functions and parameters to support OracleAS Portal 10g (904) functionality

Classifying and managing content Portal administrators set the policies for content types their attributes and how both are managed for the pages within a page group These policies provide precise control over content item attribution attribution values and how attributes are

Oracle Portal 10g Release 2 Technical Overview Page 6

presented in the Add Item wizard and Edit Item dialog box Pre-defined item categories and perspectives provide a powerful classification mechanism to group similar or related items Additional features such as item version control check-in and check-out automated publish and expiration dates and automatic indexing support collaborative document creation ease content management tasks and make it easy to find published items

Navigating and accessing content Built-in capabilities assist page designers in creating Portal navigation and in managing access to Portal content Flexible navigation pages and smart links make it easy to build standard user interface features such as navigation bars and banners The advanced searching capabilities of Oracle Text are directly integrated thus allowing documents to be grouped by theme as well as being summarized External data sources such as remote Oracle databases IMAP mail servers Web sites and file systems are accessible via integration with Oracle Ultra Search Options for specifying search submission and results allow an administrator to pre-define searching parameters set specific behavior and customize how results are displayed

Routing content for review and approval In cases where content must be reviewed or approved before it is published on the page the page designer can easily set up a review and approval process Simple or multi-step processes can be defined with single or multiple reviewers at each step Notifications are sent to each approver in the approval chain indicating that action is required while the Status portlet tracks the items progression from the submitters point of view

Subscribing to content and pages Any user with View privileges on a page can subscribe to a page or an item on a page The Notifications portlet tells the subscriber when the page or item has been changed or deleted

Integrating with the desktop File type item content can also be published to the OracleAS Metadata Repository via the Web-based Distributed Authoring and Versioning (WebDAV) protocol Using a WebDAV client such as Windows Explorer a Portal page group can be mapped as a Web Folder Users can then simply drag and drop content files and folders between Portal pages and the desktop File-type items can also be opened edited and saved directly from WebDAV desktop applications like MS Office 2000

Oracle Portal 10g Release 2 Technical Overview Page 7

Collaboration The Survey Wizard can be used to create and administer surveys polls and tests The Survey Wizard is comprised of four components the Survey Builder the Survey Form the Survey Report and the Survey Chart (Comment Is this correct)

The Survey Builder is used to

bull Create edit delete and purge surveys polls and tests

bull Create copy and edit questions

bull Create welcome message and closing comments

bull Formulate answer choices as pull-downs radio buttons check boxes or text fields

bull Add pre-built triggers directing users to different sections according to their response to a given question

bull Indicate whether to score tests

bull Add an image to questions

The Survey Form is used to

bull Place instances of the survey test or poll on pages

bull Show one or all questions at a time

bull Choose to hide the portlet after the survey has been taken or display the results in a report or chart

The Survey Report is used to view cumulative result details

The Survey Chart is used to view cumulative result details as a bar chart

PORTAL DEVELOPMENT TOOLS AND SERVICES A successful Portal will match ease of development with adherence to open standards as well as providing integration with 3rd party applications and utilizing partner technologies and services Oracle Portal was built from the ground up to support integration of remotely hosted applications by building into the architecture Open Internet standards such as HTTP XML and SOAP Additionally you can incorporate Web Services and J2EE-based components like JavaServer Pages (JSPs) Java Servlets and Enterprise JavaBeans (EJBs) into the Portal as portlets without writing additional code

Oracle Portal has leveraged this open architecture to integrate proprietary technologies such as Microsoft Exchange and Lotus Notes as well as 3270 and clientserver applications You can also easily include existing secured and public URL-accessible content

If you need higher-level data access to third party applications such as SAP PeopleSoft or Siebel you can use Oracle Integration which includes EAI

Oracle Portal 10g Release 2 Technical Overview Page 8

(Enterprise Application Integration) BPM B2B BAM and more Oracle Application Server Integration also provide a BPEL Process Manager that interoperates seamlessly with all of the integration tools such as Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and OracleAS JCA Adapters to expose and transform data into a portlet-ready format Successful also means fostering a growing community of developers and partners who contribute to the success of Oracle Portal

Standards and Platforms Oracle Portal fully embraces Internet Standards such as J2EE Web Services JavaScript XML and other languages It also incorporates capabilities that support a standards-based IT infrastructure including support for the WebDAV HTTP and Wireless protocols

Portlets and Providers

All major portal vendors today display snippets of information in discrete amounts on their pages The standard term for referring to these areas of data on the Portal page is ldquoportletrdquo and in this matter Oracle Portal has always been one of the leaders

Portlet Providers

Applications or information sources represented as portlets communicate with the portal through an entity called a provider Each portlet must have one and only one provider A provider may have one or more portlets that expose an underlying application or information source Once a provider is registered with a Portal instance its portlets are available for placement on a Portal page on that Portal instance

A Portal page may be constructed of portlets from providers defined within the pagersquos portal instance as well as providers located on one or more remote Web servers

Providers may be used to arrange portlets into meaningful groups For example portlets that access marketing collateral may be grouped under a marketing provider Similarly components created to access financial data from an accounts payable application may be grouped under an accounts payable provider

Provider groups may be used to group providers and ease multiple provider registration You typically use provider groups to organize providers into logical groups regardless of their physical location This also simplifies the provider registration process by allowing you to publish provider groups to portals and register providers in a provider group using a single click Like a provider you access it from a URL

Providers may be developed in a number of ways using various different technologies from programmatic to declarative depending upon the

Oracle Portal 10g Release 2 Technical Overview Page 9

implementation of the source application that the portlet is exposing Providers may be installed and hosted on either local or remote Web servers If you are using a remote Web server it does not have to be the Oracle Application Server it can be any certified application server such as WebSphere Weblogic or Tomcat

Portlets exposed via a Web provider may be coded in any language (Java C C++ etc) or exposed in a declarative manner by merely referencing and optionally applying an XSL transformation to an available URL (or in the case of Web Services a WSDL document) In addition these portlets may access any database via JDBC (or native drivers for Oracle Database 10g) The PDK-Java may even be used to take a legacy information source and expose it as HTML or even MobileXML for wireless devices Long-term Oracle customers may also easily leverage existing Oracle PLSQL skills to create PLSQL providers for both local and remote Oracle databases However PLSQL providers may only be exposed via the Oracle Application Server

Communication between the Portal Engine and the provider is via SOAP over HTTP which allows for firewalls to be used to separate remote providers from the Portal middle tier In the case of a PLSQL provider a PLSQL Adapter receives the SOAP call and then calls the relevant PLSQL API

Portlets

Portlets summarize promote or provide basic access to an information resource The information resources themselves can take on many forms and be used for many purposes A growing library of portlets gives portal developers a variety of development options and the ability to select the most appropriate approach This library consists of pre-built and integrated portlets that are bundled with Oracle Portal portlets made available by Oracle partners and portlets created to access customer-specific information

JSR-168 and WSRP

The Organization for the Advancement of Structured Information Standards (OASIS) Web Services for Remote Portlets (WSRP) and the Java Community Process (JCP) Java Specification Request (JSR) 168 standards both enable the interoperability of portlets across different portal platforms Oracle Portalrsquos current architecture already adheres to the design principles of OASIS WSRP and JSR168 as a result Oracle has been able to contribute significantly to the WSRP specification Oracle is also a member of the expert group for JSR168 and one of the primary advocates in the JSR168 process for ensuring compatibility with WSRP Oraclersquos leadership and support for these standards will allow customers and partners to integrate standards-based portals and portlets into Oracle Portal with minimal development effort

Oracle Portal 10g Release 2 Technical Overview Page 10

Portal Verification Service

Oracle is offering a hosted Portal verification service This service allows vendors building WSRP producers to test that their implementations run in Oracles environment It provides an environment for registering your WSRP producer and adding its portlets to a Portal page The service also contains an Oracle WSRP producer containing sample portlets implemented using Oracles standards based Portal Developer Kit This PDK allows you to build and deploy JSR 168 portlets in a remote environment based on WSRP

This service is available at httpportalstandardsoraclecom

Deploying J2EE applications

The Oracle Application Server provides the most complete J2EE implementation in the application server market Any J2EE feature can be used to declaratively construct portlets including JSPrsquos servlets EJB JCA Java Struts JAAS and others

Accessing amp Deploying JSP Pages

Organizations that have existing Web interfaces built with HTML or Java Server Pages (JSP) or who prefer to develop and maintain their code using industry standard Java can access portlets and even build entire Portal pages using the JSP model Portal developers using JSPrsquos can make full use of the portal infrastructure for functionality such as Single Sign-On and object access privileges

There are two ways to use a JSP to include portlet instances one is as a JSP held external to the Oracle Application Server Metadata Repository and the other is as a JSP managed inside the OracleAS Metadata Repository In either case the JSP may have either been built entirely external to Oracle Portal or may have been exported from an existing Portal page definition and subsequently edited

For those developers who want to use their own Java editors to build their Portal Pages Oracle Portal provides a tag library of hooks needed to access portlets in the portal and to use the portal infrastructure such as object privileges As a developer you therefore have complete control over the layout and behavior of the Portal page

Developers may also generate a JSP file from an existing Portal page that they can edit using their own Java editors The first step is to copy a Portal page to a JSP which causes a JSP generator to traverse through the page for the user interface and metadata elements and generate a file with the appropriate JSP tags The metadata elements of the page are represented in an XML structure and include the details of externally published portlets page parameters portlet parameters events and so forth The user interface elements of the page are represented via a URL referring to the CSS used in the portlets

To enable this functionality you do the following

bull Enable JSP access to a page group

Oracle Portal 10g Release 2 Technical Overview Page 11

bull Create externally published portlets that are instances of portlets that will be part of the JSP

bull In the JSP include tags from the tag library that reference the page group and externally published portlets

The following JSP example runs a portlet and passes a parameter

lt page contentType=texthtml charset=UTF-8 gt lt taglib prefix=portal uri=WEBINFlibwwjpstagjargt

ltportalusePortal pagegroup=MyPageGroupgt ltportalshowPortlet name=StockQuotegt ltportalparameter name=ticker value=ORCLgt ltportalshowPortletgt

Notice that the usePortal tag names a page group but not a portal In this case a default portal parameter is being read from the wwjpsxml configuration file You must configure this file to run external JSPs that access portal content

You may also load the JSP file created using the above methods into Oracle Portal and create an internally managed Portal page based on the JSP To do this you specify either the JSP or JAR or WAR file and indicate the initial JSP (a WAR file may contain multiple JSPs) Once the file is created you can set security enable caching and add parameters

Exchanging and accessing data

Open Internet standards such as HTTP XML and SOAP are built into Oracle Portals architecture and utilized for exchanging data among Portal instances and remote applications Standards-based applications and services (including Web Services) are easily incorporated into the Portal environment using the framework in the Oracle Portal Developer Kit (PDK)

Servicing HTTP requests

At the heart of the Oracle HTTP server component is the Apache Web server the worlds most popular Internet Web server

Servicing Wireless Requests - Get Information from Anywhere

Desktop or Mobile Browser

Besides standard Web browsers you can access Oracle Portal pages from wireless clients Working in conjunction with Oracle Application Server Wireless the Portal automatically transforms the Portal page structure to a form appropriate for the smaller screen devices common for wireless clients Portlets on this page are limited to those that are additionally capable of generating Oracles MobileXML

Oracle Portal 10g Release 2 Technical Overview Page 12

content type MobileXML is a markup language that hides the differences in markup syntax used by differing wireless clients

Wireless Enable any Technology

Oracle Portalrsquos built-in database provider components generate MobileXML in response to mobile requests Additionally the Oracle PDK allows coded portlets to detect and respond to mobile requests To enable this you do not have to change your existing code in any way you merely need to add an extra module to your portlet that contains the appropriate rendering logic for the intended device This allows any technology (Web Services J2EE NET etc) to be deployed on a wireless device as a portlet

Full Development Control

For fine-grained control of the page structure displayed on mobile clients Oracle Portal provides a complimentary set of page design tools oriented towards the wireless (small device) experience Thus you can build a distinct portal structure for wireless users Portlet instances can be shared between a mobile portal and its standard desktop counterpart allowing you to present a common set of portlets whose customizations are identical This provides a more natural feel as a user who customizes a portlet in their standard portal will see the effect in the portlet in the mobile portal

Deploying on a variety of platforms

The Oracle Application Server is available on Windows NT2000XP and all of the most popular UNIX platforms including Solaris Linux HP-UX AIX and Compaq Tru64

Rich Portlet Development Environment Oracle Portal includes a declarative environment and extensibility features that makes it easy for developers to expose enterprise data as portlets

OmniPortlet

OmniPortlet is a component of Oracle Portal that helps the page designer to quickly publish data from different data sources (CSV XML Web Services JCA SQL and Web Page) and render them in any layout (tabular chart form list News)

Web Clipping

The Web Clipping Portlet assists with extracting specific portions or clippings (for example data in an HTML table) of Web page content the page developer can browse to the desired Web page deconstruct the page into clippingsrdquo and preview the selected clipping in the portlet itself

Oracle Portal 10g Release 2 Technical Overview Page 13

Portlet Builder

Portlet developers can choose from thirteen data-driven components to create portlets that interact with enterprise data in an Oracle database or other data sources Components include JavaScript-enhanced data entry forms customizable HTML bar charts and column-style reports that produce results in HTML plain text or MS Excel format A wizard-based declarative design environment guides developers through the steps of building the portlet No scripting or in-depth knowledge of SQL syntax is required Experienced users can insert their own SQL statements to drive their portlets with customized logic

You may use the build wizards accessible from the Navigator to create components or they may be developed in-place on a Portal page The build wizard produces a PLSQL stored procedure that is stored in the database When executed the stored procedure dynamically renders the HTML and JavaScript code that displays the component

The Oracle Portal components you can build are

bull Form - Displays a customized form that can be used as an interface for updating tables executing stored procedures and generating other customized forms You can build three types of forms

o A form based on a table or view enables end users to insert update and delete data in a database table or view

o A master-detail form displays a master row and multiple detail rows within a single HTML page The form contains fields for updating values in two database tables or views

o A form based on a procedure enables end users to insert update and delete data in a database stored procedure

bull Report - Displays data you select from the database table or view in a report The report can have tabular form or custom layout

bull Chart - Displays data you select from a database table or view as a bar chart

bull Data Component - Displays data in spreadsheet format

bull Calendar - Displays data you select from a database table or view as a calendar

bull Dynamic Page - Displays dynamically generated HTML content on a Web page

bull Hierarchy - Displays data you select from a database table or view as a graphical hierarchy of items containing up to three levels

bull Menu - Displays an HTML-based menu containing hyperlinked options to other menus Oracle Portal components or URLs

Oracle Portal 10g Release 2 Technical Overview Page 14

bull Frame Driver - Displays a Web page with two frames End user queries in one frame control the contents of the other frame

bull Link - Displays a clickable link that provides a hypertext jump between Oracle Portal components and other components component customization forms or any HTML page

bull List of Values - Enables end users to choose entry field values in a form or component customization form You can use LOVs when creating components to pre-select the possible values in an entry field The end user clicks the mouse to select a value rather than type it You can also build LOVs based on other LOVs

bull URL - Displays the contents of a URL

bull XML - Displays an XML page as well as optionally applying an XSL stylesheet

The component publishing service also includes five shared components that are leveraged to extend the functionality of the thirteen components described above These shared components are JavaScript User Interface Template Color Definition Image Definition and Font Definition

Oracle Portal Developer Kit (PDK)

Using the Oracle PDK developers can build custom portlets that interact with customer-specific content or applications At a high level the Oracle PDK offers several feature sets including the ability to incorporate off-the-shelf Web Services additional J2EE services and any Web-accessible content In addition developers may also implement portlets as extensions of their existing Web development environment using Java technologies (servlets Java Server Pages) CGI technologies (C C++ etc) scripting languages (Perl PHP) Active Server Pages or as stored procedures (PLSQL or Java) The Oracle PDK provides a gentle slope that allows developers to quickly integrate their existing applications and gradually add portal functionality This minimizes the upfront investment required to build portlets and allows developers to better reuse existing components

Portlet providers may enforce security on their portlet by leveraging the single sign-on features within the portlet architecture In addition developers can take advantage of a set of API-level services in their provider and portlet code The services are provided as a convenience to the developer and their use is optional

For more information on the Oracle PDK visit httpportalcenteroraclecom

Customizing Portlets

Per user and per instance-level portlet personalization offer significant productivity gains to both the Portal developer and the Portal user After a developer creates a portlet definition with a default display a page designer can customize that definition to meet the needs of a particular community Individual users within that

Oracle Portal 10g Release 2 Technical Overview Page 15

community can then apply their own customizations to the very same definition Multiple instances of the same portlet can be added to a single page each with its own independent personalization settings Users with appropriate privileges can also publish their portlet customizations for other users to use

Managing portlet components

Portlet components are easily managed through the use of an integrated navigator tool that allows developers to access perform actions on (browsing granting privileges exporting and deleting) and keep track of related components and database objects

Partners and Community Partners

Oracle PartnerNetwork is a community a portal an interaction center and a worldwide business platform for companies who build their business around Oracles products and solutions By joining Oracle PartnerNetwork you have new opportunities to align Oracles technologies with your solutions and customers needs and increase revenue and profit We offer more than just products and solutions We offer our partners confidence in knowing they selected a stable and innovative company that takes partnership excellence seriously Learn how to accelerate success by becoming a member

Once a member of OPN you may register an interest in specific product focus areas to obtain the specific tools you need and to access program benefits Youll also have the opportunity to go to market with Oracle through business development initiatives

The Oracle Application Server Product Focus is open to all partners who share Oracles vision for an integrated enterprise wide application server solution and who want to develop solutions using Oracles framework The Oracle framework is used for developing and managing applications enterprise portals and mobile solutions Industry leaders are joining the Oracle Application Server Product Focus to provide scalable reliable and integrated solutions to their customers

Not a Member Oracle PartnerNetwork members gain access to exclusive benefits tools and resources Learn how to accelerate your success by becoming a member

Already an OPN Member Have your OPN Administrator declare your interest in Oracle Application Server If you are an Oracle partner declare your interest now in the Application Server Product Focus by contacting your companyrsquos OPN Primary Administrator to ensure the Application Server Product Focus is selected in your profile

Oracle Portal 10g Release 2 Technical Overview Page 16

OPN Administrators - Declare your Product Focus If your company would like to participate with Oracle in the Application Server Product Focus please ensure it is selected in your profile

Portal Developer Services

Oracle Portal Developer Services on OTN provides the Portal developer with all of the latest technology and content related to Oracle Portal making it the quickest way for developers to build and test portals and portlets

By subscribing to Oracle Portal Developer Services you can access a number of services and resources available exclusively to the Portal developer community Not only is it possible to access the development team within Oracle but also to tap into the greater community of Portal developers who have developed expertise in working with portlets Subscribers can also publish their own Portal development knowledge and experience

Subscribers to Portal Developer Services can

bull Build portlets using the Oracle Portal Developer Kit (PDK) As a subscriber you can download pre-release versions of the Oracle PDK You also get exclusive access to the latest how-to articles and development tools to help you build your own portlets

bull Register and test portlets on Oracle Portal Verification Service You can host and test your own portlets on the Oracle Portal Verification Service without having to install and manage your own Portal instance

bull Exchange knowledge with fellow community subscribers Take advantage of all that the Oracle Portal community has to offer As a subscriber you can share Portal development knowledge with fellow community subscribers Upon registration subscribers receive a community folder on Portal Center where they can upload portlet code and portal development insights (up to 4 MB)

bull Participate in subscriber surveys Subscribers may participate in quick polls and detailed surveys published specifically to gather feedback on important topics In particular there is an opportunity to rate articles samples and other content based on their effectiveness

bull Receive newsletter updates Subscribers receive an Oracle Portal Developer newsletter that provides information on the latest content and software related to Portal development

Application Integration

Portal Integration Solutions

Portal Integration (POINT) offers portlets that allow Oracle Portal users to integrate various applications to their portal The following portlets are released as

Oracle Portal 10g Release 2 Technical Overview Page 17

production portlets and are supported by Oracle Support for customers who have appropriate support contracts

bull Lotus Notes Portlet

bull Microsoft Exchange 2000 Portlet

Any other portlets including the following are samples released for test evaluation and education purposes They are not supported through formal Oracle Support mechanisms

bull SAP Generic Portlet

bull SAP Specific Portlets for finance human resources sales and inventory

bull IMAP Portlet

bull SMTP Portlet

bull SMS Portlet

bull IBM Tn3270 Portlet

bull Telnet Portlet

bull Unified Messaging System Portlet

bull Discussion Forum Portlet

bull Site Indexing Portlet

All these portlets are available as free download to Developer Services subscribers Oracle Portal Developer Services is a free subscription to access visit httpportalcenteroraclecom

Integrating with the Oracle E-Business Suite

Pre-built portlets that enable direct access to applications data from the portal are available as part of Oracle Applications 11i All of these portlets are integrated to take advantage of single sign-on as a partner application These portlets are role based and ship in three major categories

bull Daily Business Intelligence Portlets Portlets included with the Daily Business Intelligence product family

bull End-User Portlets Portlets that are useful for Oracle E-Business Suite Release 11i end-users Portlets in this category may be added to default Portal pages for Oracle E-Business Suite Release 11i users or made available to users to add to their own custom pages

bull Applications System Administrator Portlets Portlets that are primarily useful for Oracle E-Business Suite Release 11i system administrators and other non-production purposes Portlets in this category are neither generally useful nor appropriate for end users

Oracle Portal 10g Release 2 Technical Overview Page 18

Integrating with Oracle Collaboration Suite

Pre-built portlets that enable direct access to Oracle Collaboration Suite components and data from the portal are available as part of Oracle Collaboration Suite All of these portlets are integrated to take advantage of single sign-on as a partner application

Integrating enterprise applications

Oracle Application Server Integration is a component comprised of Workflow Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and the OracleAS JCA Adapters which provide connectivity to a host of existing applications and services such as SAP PeopleSoft Siebel MQ Series FTP JMS and others Oracle Portal can use Oracle Integration as the interface to 3rd party enterprise applications This greatly simplifies the integration from the portal perspective by giving you a single mechanism to get at the data from any application

Automating business processes

Portal implementations frequently want to integrate their business processes into their enterprise portal Using the capabilities of Oracle Workflow portal implementations can route information of any type according to user-defined business rules to model automate and continuously improve business practices Both traditional applications-based workflows as well as e-business integration workflows are supported

DEPLOYMENT SUPPORT A complete Oracle Portal installation provides a deployment platform that provides the essential underlying services that a portal needs in a pre-integrated framework As a fundamental service of the Oracle Application Server Oracle Portal leverages the key underlying grid computing capabilities it provides

Grid Computing and Oraclersquos Grid Computing Offering Grid computing is a new software architecture designed to effectively pool together large amounts of low cost modular storage and servers to create a virtual computing resource across which work can be transparently distributed to use capacity very efficiently at low cost and with very high availability The resources in a grid can include storage servers databases application servers and applications By pooling resources together Grid Computing can offer dependable consistent pervasive and inexpensive access to these resources regardless of their location and when needed thereby fulfilling the need for computing capacity on-demand

Oracle offers a comprehensive solution to manage information and run Enterprise Applications on Grids using Oracle Database 10g and Oracle Application Server 10G Both Oracle Database 10g and Oracle Application Server 10g can be managed

Oracle Portal 10g Release 2 Technical Overview Page 19

in a Grid Computing environment using Oracle Grid Control Together these products address the challenges faced by IT organizations today

bull Radically Reduce or Eliminate Excess Computing Capacity by automatically load balancing workloads to use spare capacity efficiently eliminating ldquoislands of computationrdquo

bull Modular Inexpensive Capacity Growth by adding capacity on-demand in low cost modular units

bull Radically Lower Cost of Management by centralizing administration of the resources in a Grid and automating provisioning and administration tasks across these resources

Oracle Application Server 10g and Its Benefits Oracle Application Server 10g the next generation of Oraclersquos Integrated Software Infrastructure for Enterprise Applications has been designed to enable Grid Computing It has been designed to effectively pool together large numbers of low cost servers to create a virtual computing resource across which Enterprise Applications can be transparently distributed to use capacity very efficiently at low cost and with very high availability Any existing application that runs on Oracle Application Server can transparently take advantage of Grid Computing without any changes Service-Oriented Applications will find additional benefits when deployed in a Grid Oracle Application Server 10g provides a number of Grid Computing features most importantly

bull Radically Reduce or Eliminate Excess Computing Capacity through Policy-Based Resource Management Metrics-based Workload Management and a variety of advanced back-up disaster recovery and clustered fail-over solutions to provide maximum availability in a Grid

bull Modular Inexpensive Capacity Growth through Automated Installation Configuration and Software Provisioning (including both software cloning and patch management) across hundreds of nodes in a Grid

bull Radically Lower Cost of Management and eliminate human errors in management through Centralized Systems Monitoring Unified Application Server Cluster Management (including Cluster Monitoring Cluster Optimization and Cluster-wide Application Deployment) and centralized Identity Management across a Grid

Out of the box Oracle Portal is integrated with the directory server Web cache J2EE server and other services to provide a complete platform that is critical for a successful portal deployment The following sections describe the architecture and deployment services leveraged by Oracle Portal

Oracle Portal 10g Release 2 Technical Overview Page 20

Performance and Architecture Oracle Portal is an integral component of the Oracle Application Server The Oracle Application Server has a flexible deployment model that supports a variety of configurations on a broad set of hardware and operating systems for highly scalable performance

Figure 3 MyOracleCom architecture

Assembling pages and portlets

The portal architecture includes a highly tuned multi-threaded servlet engine to retrieve portlet content manage caching assemble Portal pages and deliver completed pages all in parallel Because the engine is deployed on OracleAS Containers for J2EE (OC4J) Oracles highly scalable award winning J2EE framework performance is truly maximized The architecture minimizes hardware costs by enabling the use of commodity hardware deployed within a server farm

Pre-built portlets

Oracle Portal itself is fully portlet enabled All major administration development and end user functions within the portal are accessed via a portlet (see Figure 3) Oracle Portal ships with a set of pre-built portlets installed and configured for portal development portal administration and general use by portal users

bull Portlet DevelopmentmdashAccess developer information from httpportalcenteroraclecom create and manage Portal page groups and

Oracle Portal 10g Release 2 Technical Overview Page 21

providers find a portal object display objects most recently creatededited and create a portlet from HTML source

bull Portal AdministrationmdashCreate and manage users and user accounts and profiles create and manage user groups administer global settings and defaults registermanage local portlet providers set Portal language enable portlet login navigate among Portal objects search for users and add and manage local and remote Portal nodes

bull Database AdministrationmdashCreate and manage database schemas create and manage database roles import database objects that have been exported and access reports about the Portal database

bull End UsermdashStore and retrieve frequently accessed URLs search for content within a page group store and retrieve searches access external applications and loginlogout

Figure 3 Oracle Portal is pre-configured with pages and portlets for portal development and administration

Caching page and page content

A fully integrated intelligent cache enables the highest level of performance by minimizing unnecessary re-generation of Portal pages and portlet content Oracle Portal takes full advantage of Oracle Application Server Web Cache Oracles patented in-memory caching technology OracleAS Web Cache combines caching compression and assembly technologies to accelerate the delivery of both static and dynamically generated portal content It also provides back-end Web server

Oracle Portal 10g Release 2 Technical Overview Page 22

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 2: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

Oracle Portal 10g Release 2 Technical Overview

Introduction 3 Wizard-Driven Page Design and Development 3

Creating and editing pages 3 Organizing and managing pages 4 Customizing pages and Portlets 4 Passing page parameters and events 4

Self-Service Content Publishing Management and Access 5 Publishing content 5 Content Item Types 5 Extending Content Attributes amp behavior 6 Content Management APIrsquos 6 Classifying and managing content 6 Navigating and accessing content 7 Routing content for review and approval 7 Subscribing to content and pages 7 Integrating with the desktop 7 Collaboration 8

Portal Development Tools and Services 8 Standards and Platforms 9 Rich Portlet Development Environment 13 Partners and Community 16 Application Integration 17

Deployment Support 19 Grid Computing and Oraclersquos Grid Computing Offering 19 Oracle Application Server 10g and Its Benefits 20 Performance and Architecture 21 Security 23 Hosting 24 Portal Management 25 Integration 31

Conclusion 32

Oracle Portal 10g Release 2 Technical Overview Page 2

Oracle Portal 10g Release 2 (1012) Technical Overview

INTRODUCTION Todays enterprises are gaining competitive advantage and realizing increased productivity by deploying an enterprise portal within their IT infrastructure Enterprise portals are specifically designed to be the single source of interaction with corporate information and the focal point for conducting day-to-day business The Oracle Application Server includes a complete and integrated solution for building deploying and maintaining a world-class enterprise portal

Oracle Portal combines a rich declarative environment for creating a portal Web interface publishing and managing information accessing dynamic data and customizing the portal experience with an extensible framework for any Web-based technology such as J2EE-based application access and Web Services Using Oracle Portal e-businesses have the power to connect employees partners and customers with the information they need as well as the flexibility to create views tailored to each community

This document covers the major technical features and services that have been implemented in Oracle Application Server Portal 10g (904) and Oracle Portal 10g Release 2 (1012)

WIZARD-DRIVEN PAGE DESIGN AND DEVELOPMENT Page design and development features within Oracle Portal give administrators page designers and end users a powerful environment in which to create content- rich secure Portal pages no programming is required Page content can include both portlets (re-usable components that expose an underlying information source) and content items (individual pieces of content - text image hyperlink etc - that reside on a page)

Creating and editing pages A simple wizard walks a page designer through the steps of creating a page defining its geometry and setting page-level properties (such as page-level parameters amp events) An editing dashboard provides additional controls and multiple views to add portlets or items to the page and update page properties An integrated style manager allows designers to define color and font schemes that can

Oracle Portal 10g Release 2 Technical Overview Page 3

be applied to a Portal page or page region No knowledge of HTML coding or editing of configuration files is required

Once the page is created then the developer has the option of exporting it as a JSP editing it further in their JSP editor of choice and then re-importing it into the framework

Organizing and managing pages Features for grouping pages into page groups and defining page templates give administrators the control they need to manage pages and page properties Settings at the page group level control the templates page and item types content properties and classifications and language translations that may be used by the pages contained within that page group Page templates provide a powerful way to include default portal content (portlets and items) and enforce pre-defined page style layout and security settings

Customizing pages and Portlets Page designers and administrators can control the level of page and portlet customization available to users from simple hideshowrearrange portlet privileges to full page building privileges In addition portlet developers can implement a customization mode that allows users to personalize portlet content and format including the ability to collapse infrequently used portlets

Passing page parameters and events Portlets can be connected to produce integrated Web-based applications even when the portlets publish data from different systems By defining portlet parameters and associating them with page-level parameters and events the page developer can wire portlets together A page parameter or selections in one portlet can actually drive the content and display of other portlets and pages

Oracle Portal also gives you the ability to formally map portlet events that when fired from the rendered page can force the invocation of the same page or another page and pass parameters Events are fired when a user clicks on a link button or other control on the page The key benefits to this functionality affect many user roles

bull As a page designer you can reuse the same portlets many times and control the navigation between pages

bull As a portlet developer you build fewer portlets because they can be reused and you do not have to hard code hyperlinks

bull As a portal or page user you can customize parameters in one central location (such as the Portal Home page) simplifying your efforts and end users are offered a more consistent interface through the reuse of portlets Thus your application learning curve is minimized

Oracle Portal 10g Release 2 Technical Overview Page 4

For example you can build a Helpdesk Trouble Ticket portlet that requests a ticket number from the user Upon entry the portlet passes the ticket number to a different page depending on the initial pagersquos intended purpose So upon entry of the ticket number in page one the Show Ticket Details page might be displayed Or upon entry of the ticket number on page two the Trouble Ticket Escalation page could be displayed

SELF-SERVICE CONTENT PUBLISHING MANAGEMENT AND ACCESS Browser-based wizards and integrated editing dialog boxes make it easy for page designers to publish and manage the content that appears on their pages Business users can also use this publishing environment to easily define collaborative work areas and to publish their business documents

Publishing content A simple wizard guides a publisher through the steps of defining content adding attributes and publishing to a page No knowledge of HTML is required Virtually any type of content can be published including files simple text hypertext links and server-side scripting Page and page region properties set by the page designer automatically format and display the content on the page with the proper color font location alignment and so on The pages themselves are organized within a page group which can be used to create ad hoc or carefully controlled content taxonomies

Content Item Types Content Items are one of the basic components of a Portal page Items in Oracle Portal are based on item types Item types define the contents of an item and the information that is stored about an item Users with the appropriate privileges can create an item type The information stored about an item is determined by the attributes of the item type

The following lists sample item types that may appear in Oracle Portal Users may or may not see any of the item types listed below The page group administrator controls the item types that display to a user for a particular page group

The default content item types include

bull File Uploads a file and stores it in the page group

bull URL Adds a link to another Web page Web site or document URL either internal or external to the page group

bull Text Adds text (up to 32KB) to display in the page

bull Image Uploads an image item

bull PLSQL PLSQL code that executes a PLSQL procedure and displays the results

bull Page Link Adds a link to display another page in the page group

Oracle Portal 10g Release 2 Technical Overview Page 5

bull Image Map Uploads an image map item An image map is an image with separate areas that users can click to go to different URLs

bull Zip File Lets users upload a set of files to the page group in a single operation For example users can replicate a Web site or file system so that it is contained in a page group

Extending Content Attributes amp behavior To extend the default item and page types page group administrators and Portal administrators can create new attributes for use within these custom types Attributes are custom fields that capture additional data about an item or page One or many custom item or page types may use them Custom attributes may be unique to a particular page group or applied across multiple page groups For example a search on a ldquodue daterdquo custom attribute will examine all items that have a due date attribute

Oracle Portal provides eight datatypes for the creation of custom attributes These datatypes include

bull Boolean (value of TRUE or FALSE)

bull Date

bull File

bull Number

bull Text

bull PLSQL

bull URL

bull Application component

Custom attributes support multiple translations (attribute is permitted to have a different value for each translation) and can be displayed in several formats including single-line multi-line and as a list of values

Content Management APIrsquos Application Programming Interfaces (APIs) for performing many common content management operations (add or modify items pages categories perspectives etc) are supported These APIs are backwards compatible with the Oracle9iAS Portal Release 1 (309) APIs and include new functions and parameters to support OracleAS Portal 10g (904) functionality

Classifying and managing content Portal administrators set the policies for content types their attributes and how both are managed for the pages within a page group These policies provide precise control over content item attribution attribution values and how attributes are

Oracle Portal 10g Release 2 Technical Overview Page 6

presented in the Add Item wizard and Edit Item dialog box Pre-defined item categories and perspectives provide a powerful classification mechanism to group similar or related items Additional features such as item version control check-in and check-out automated publish and expiration dates and automatic indexing support collaborative document creation ease content management tasks and make it easy to find published items

Navigating and accessing content Built-in capabilities assist page designers in creating Portal navigation and in managing access to Portal content Flexible navigation pages and smart links make it easy to build standard user interface features such as navigation bars and banners The advanced searching capabilities of Oracle Text are directly integrated thus allowing documents to be grouped by theme as well as being summarized External data sources such as remote Oracle databases IMAP mail servers Web sites and file systems are accessible via integration with Oracle Ultra Search Options for specifying search submission and results allow an administrator to pre-define searching parameters set specific behavior and customize how results are displayed

Routing content for review and approval In cases where content must be reviewed or approved before it is published on the page the page designer can easily set up a review and approval process Simple or multi-step processes can be defined with single or multiple reviewers at each step Notifications are sent to each approver in the approval chain indicating that action is required while the Status portlet tracks the items progression from the submitters point of view

Subscribing to content and pages Any user with View privileges on a page can subscribe to a page or an item on a page The Notifications portlet tells the subscriber when the page or item has been changed or deleted

Integrating with the desktop File type item content can also be published to the OracleAS Metadata Repository via the Web-based Distributed Authoring and Versioning (WebDAV) protocol Using a WebDAV client such as Windows Explorer a Portal page group can be mapped as a Web Folder Users can then simply drag and drop content files and folders between Portal pages and the desktop File-type items can also be opened edited and saved directly from WebDAV desktop applications like MS Office 2000

Oracle Portal 10g Release 2 Technical Overview Page 7

Collaboration The Survey Wizard can be used to create and administer surveys polls and tests The Survey Wizard is comprised of four components the Survey Builder the Survey Form the Survey Report and the Survey Chart (Comment Is this correct)

The Survey Builder is used to

bull Create edit delete and purge surveys polls and tests

bull Create copy and edit questions

bull Create welcome message and closing comments

bull Formulate answer choices as pull-downs radio buttons check boxes or text fields

bull Add pre-built triggers directing users to different sections according to their response to a given question

bull Indicate whether to score tests

bull Add an image to questions

The Survey Form is used to

bull Place instances of the survey test or poll on pages

bull Show one or all questions at a time

bull Choose to hide the portlet after the survey has been taken or display the results in a report or chart

The Survey Report is used to view cumulative result details

The Survey Chart is used to view cumulative result details as a bar chart

PORTAL DEVELOPMENT TOOLS AND SERVICES A successful Portal will match ease of development with adherence to open standards as well as providing integration with 3rd party applications and utilizing partner technologies and services Oracle Portal was built from the ground up to support integration of remotely hosted applications by building into the architecture Open Internet standards such as HTTP XML and SOAP Additionally you can incorporate Web Services and J2EE-based components like JavaServer Pages (JSPs) Java Servlets and Enterprise JavaBeans (EJBs) into the Portal as portlets without writing additional code

Oracle Portal has leveraged this open architecture to integrate proprietary technologies such as Microsoft Exchange and Lotus Notes as well as 3270 and clientserver applications You can also easily include existing secured and public URL-accessible content

If you need higher-level data access to third party applications such as SAP PeopleSoft or Siebel you can use Oracle Integration which includes EAI

Oracle Portal 10g Release 2 Technical Overview Page 8

(Enterprise Application Integration) BPM B2B BAM and more Oracle Application Server Integration also provide a BPEL Process Manager that interoperates seamlessly with all of the integration tools such as Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and OracleAS JCA Adapters to expose and transform data into a portlet-ready format Successful also means fostering a growing community of developers and partners who contribute to the success of Oracle Portal

Standards and Platforms Oracle Portal fully embraces Internet Standards such as J2EE Web Services JavaScript XML and other languages It also incorporates capabilities that support a standards-based IT infrastructure including support for the WebDAV HTTP and Wireless protocols

Portlets and Providers

All major portal vendors today display snippets of information in discrete amounts on their pages The standard term for referring to these areas of data on the Portal page is ldquoportletrdquo and in this matter Oracle Portal has always been one of the leaders

Portlet Providers

Applications or information sources represented as portlets communicate with the portal through an entity called a provider Each portlet must have one and only one provider A provider may have one or more portlets that expose an underlying application or information source Once a provider is registered with a Portal instance its portlets are available for placement on a Portal page on that Portal instance

A Portal page may be constructed of portlets from providers defined within the pagersquos portal instance as well as providers located on one or more remote Web servers

Providers may be used to arrange portlets into meaningful groups For example portlets that access marketing collateral may be grouped under a marketing provider Similarly components created to access financial data from an accounts payable application may be grouped under an accounts payable provider

Provider groups may be used to group providers and ease multiple provider registration You typically use provider groups to organize providers into logical groups regardless of their physical location This also simplifies the provider registration process by allowing you to publish provider groups to portals and register providers in a provider group using a single click Like a provider you access it from a URL

Providers may be developed in a number of ways using various different technologies from programmatic to declarative depending upon the

Oracle Portal 10g Release 2 Technical Overview Page 9

implementation of the source application that the portlet is exposing Providers may be installed and hosted on either local or remote Web servers If you are using a remote Web server it does not have to be the Oracle Application Server it can be any certified application server such as WebSphere Weblogic or Tomcat

Portlets exposed via a Web provider may be coded in any language (Java C C++ etc) or exposed in a declarative manner by merely referencing and optionally applying an XSL transformation to an available URL (or in the case of Web Services a WSDL document) In addition these portlets may access any database via JDBC (or native drivers for Oracle Database 10g) The PDK-Java may even be used to take a legacy information source and expose it as HTML or even MobileXML for wireless devices Long-term Oracle customers may also easily leverage existing Oracle PLSQL skills to create PLSQL providers for both local and remote Oracle databases However PLSQL providers may only be exposed via the Oracle Application Server

Communication between the Portal Engine and the provider is via SOAP over HTTP which allows for firewalls to be used to separate remote providers from the Portal middle tier In the case of a PLSQL provider a PLSQL Adapter receives the SOAP call and then calls the relevant PLSQL API

Portlets

Portlets summarize promote or provide basic access to an information resource The information resources themselves can take on many forms and be used for many purposes A growing library of portlets gives portal developers a variety of development options and the ability to select the most appropriate approach This library consists of pre-built and integrated portlets that are bundled with Oracle Portal portlets made available by Oracle partners and portlets created to access customer-specific information

JSR-168 and WSRP

The Organization for the Advancement of Structured Information Standards (OASIS) Web Services for Remote Portlets (WSRP) and the Java Community Process (JCP) Java Specification Request (JSR) 168 standards both enable the interoperability of portlets across different portal platforms Oracle Portalrsquos current architecture already adheres to the design principles of OASIS WSRP and JSR168 as a result Oracle has been able to contribute significantly to the WSRP specification Oracle is also a member of the expert group for JSR168 and one of the primary advocates in the JSR168 process for ensuring compatibility with WSRP Oraclersquos leadership and support for these standards will allow customers and partners to integrate standards-based portals and portlets into Oracle Portal with minimal development effort

Oracle Portal 10g Release 2 Technical Overview Page 10

Portal Verification Service

Oracle is offering a hosted Portal verification service This service allows vendors building WSRP producers to test that their implementations run in Oracles environment It provides an environment for registering your WSRP producer and adding its portlets to a Portal page The service also contains an Oracle WSRP producer containing sample portlets implemented using Oracles standards based Portal Developer Kit This PDK allows you to build and deploy JSR 168 portlets in a remote environment based on WSRP

This service is available at httpportalstandardsoraclecom

Deploying J2EE applications

The Oracle Application Server provides the most complete J2EE implementation in the application server market Any J2EE feature can be used to declaratively construct portlets including JSPrsquos servlets EJB JCA Java Struts JAAS and others

Accessing amp Deploying JSP Pages

Organizations that have existing Web interfaces built with HTML or Java Server Pages (JSP) or who prefer to develop and maintain their code using industry standard Java can access portlets and even build entire Portal pages using the JSP model Portal developers using JSPrsquos can make full use of the portal infrastructure for functionality such as Single Sign-On and object access privileges

There are two ways to use a JSP to include portlet instances one is as a JSP held external to the Oracle Application Server Metadata Repository and the other is as a JSP managed inside the OracleAS Metadata Repository In either case the JSP may have either been built entirely external to Oracle Portal or may have been exported from an existing Portal page definition and subsequently edited

For those developers who want to use their own Java editors to build their Portal Pages Oracle Portal provides a tag library of hooks needed to access portlets in the portal and to use the portal infrastructure such as object privileges As a developer you therefore have complete control over the layout and behavior of the Portal page

Developers may also generate a JSP file from an existing Portal page that they can edit using their own Java editors The first step is to copy a Portal page to a JSP which causes a JSP generator to traverse through the page for the user interface and metadata elements and generate a file with the appropriate JSP tags The metadata elements of the page are represented in an XML structure and include the details of externally published portlets page parameters portlet parameters events and so forth The user interface elements of the page are represented via a URL referring to the CSS used in the portlets

To enable this functionality you do the following

bull Enable JSP access to a page group

Oracle Portal 10g Release 2 Technical Overview Page 11

bull Create externally published portlets that are instances of portlets that will be part of the JSP

bull In the JSP include tags from the tag library that reference the page group and externally published portlets

The following JSP example runs a portlet and passes a parameter

lt page contentType=texthtml charset=UTF-8 gt lt taglib prefix=portal uri=WEBINFlibwwjpstagjargt

ltportalusePortal pagegroup=MyPageGroupgt ltportalshowPortlet name=StockQuotegt ltportalparameter name=ticker value=ORCLgt ltportalshowPortletgt

Notice that the usePortal tag names a page group but not a portal In this case a default portal parameter is being read from the wwjpsxml configuration file You must configure this file to run external JSPs that access portal content

You may also load the JSP file created using the above methods into Oracle Portal and create an internally managed Portal page based on the JSP To do this you specify either the JSP or JAR or WAR file and indicate the initial JSP (a WAR file may contain multiple JSPs) Once the file is created you can set security enable caching and add parameters

Exchanging and accessing data

Open Internet standards such as HTTP XML and SOAP are built into Oracle Portals architecture and utilized for exchanging data among Portal instances and remote applications Standards-based applications and services (including Web Services) are easily incorporated into the Portal environment using the framework in the Oracle Portal Developer Kit (PDK)

Servicing HTTP requests

At the heart of the Oracle HTTP server component is the Apache Web server the worlds most popular Internet Web server

Servicing Wireless Requests - Get Information from Anywhere

Desktop or Mobile Browser

Besides standard Web browsers you can access Oracle Portal pages from wireless clients Working in conjunction with Oracle Application Server Wireless the Portal automatically transforms the Portal page structure to a form appropriate for the smaller screen devices common for wireless clients Portlets on this page are limited to those that are additionally capable of generating Oracles MobileXML

Oracle Portal 10g Release 2 Technical Overview Page 12

content type MobileXML is a markup language that hides the differences in markup syntax used by differing wireless clients

Wireless Enable any Technology

Oracle Portalrsquos built-in database provider components generate MobileXML in response to mobile requests Additionally the Oracle PDK allows coded portlets to detect and respond to mobile requests To enable this you do not have to change your existing code in any way you merely need to add an extra module to your portlet that contains the appropriate rendering logic for the intended device This allows any technology (Web Services J2EE NET etc) to be deployed on a wireless device as a portlet

Full Development Control

For fine-grained control of the page structure displayed on mobile clients Oracle Portal provides a complimentary set of page design tools oriented towards the wireless (small device) experience Thus you can build a distinct portal structure for wireless users Portlet instances can be shared between a mobile portal and its standard desktop counterpart allowing you to present a common set of portlets whose customizations are identical This provides a more natural feel as a user who customizes a portlet in their standard portal will see the effect in the portlet in the mobile portal

Deploying on a variety of platforms

The Oracle Application Server is available on Windows NT2000XP and all of the most popular UNIX platforms including Solaris Linux HP-UX AIX and Compaq Tru64

Rich Portlet Development Environment Oracle Portal includes a declarative environment and extensibility features that makes it easy for developers to expose enterprise data as portlets

OmniPortlet

OmniPortlet is a component of Oracle Portal that helps the page designer to quickly publish data from different data sources (CSV XML Web Services JCA SQL and Web Page) and render them in any layout (tabular chart form list News)

Web Clipping

The Web Clipping Portlet assists with extracting specific portions or clippings (for example data in an HTML table) of Web page content the page developer can browse to the desired Web page deconstruct the page into clippingsrdquo and preview the selected clipping in the portlet itself

Oracle Portal 10g Release 2 Technical Overview Page 13

Portlet Builder

Portlet developers can choose from thirteen data-driven components to create portlets that interact with enterprise data in an Oracle database or other data sources Components include JavaScript-enhanced data entry forms customizable HTML bar charts and column-style reports that produce results in HTML plain text or MS Excel format A wizard-based declarative design environment guides developers through the steps of building the portlet No scripting or in-depth knowledge of SQL syntax is required Experienced users can insert their own SQL statements to drive their portlets with customized logic

You may use the build wizards accessible from the Navigator to create components or they may be developed in-place on a Portal page The build wizard produces a PLSQL stored procedure that is stored in the database When executed the stored procedure dynamically renders the HTML and JavaScript code that displays the component

The Oracle Portal components you can build are

bull Form - Displays a customized form that can be used as an interface for updating tables executing stored procedures and generating other customized forms You can build three types of forms

o A form based on a table or view enables end users to insert update and delete data in a database table or view

o A master-detail form displays a master row and multiple detail rows within a single HTML page The form contains fields for updating values in two database tables or views

o A form based on a procedure enables end users to insert update and delete data in a database stored procedure

bull Report - Displays data you select from the database table or view in a report The report can have tabular form or custom layout

bull Chart - Displays data you select from a database table or view as a bar chart

bull Data Component - Displays data in spreadsheet format

bull Calendar - Displays data you select from a database table or view as a calendar

bull Dynamic Page - Displays dynamically generated HTML content on a Web page

bull Hierarchy - Displays data you select from a database table or view as a graphical hierarchy of items containing up to three levels

bull Menu - Displays an HTML-based menu containing hyperlinked options to other menus Oracle Portal components or URLs

Oracle Portal 10g Release 2 Technical Overview Page 14

bull Frame Driver - Displays a Web page with two frames End user queries in one frame control the contents of the other frame

bull Link - Displays a clickable link that provides a hypertext jump between Oracle Portal components and other components component customization forms or any HTML page

bull List of Values - Enables end users to choose entry field values in a form or component customization form You can use LOVs when creating components to pre-select the possible values in an entry field The end user clicks the mouse to select a value rather than type it You can also build LOVs based on other LOVs

bull URL - Displays the contents of a URL

bull XML - Displays an XML page as well as optionally applying an XSL stylesheet

The component publishing service also includes five shared components that are leveraged to extend the functionality of the thirteen components described above These shared components are JavaScript User Interface Template Color Definition Image Definition and Font Definition

Oracle Portal Developer Kit (PDK)

Using the Oracle PDK developers can build custom portlets that interact with customer-specific content or applications At a high level the Oracle PDK offers several feature sets including the ability to incorporate off-the-shelf Web Services additional J2EE services and any Web-accessible content In addition developers may also implement portlets as extensions of their existing Web development environment using Java technologies (servlets Java Server Pages) CGI technologies (C C++ etc) scripting languages (Perl PHP) Active Server Pages or as stored procedures (PLSQL or Java) The Oracle PDK provides a gentle slope that allows developers to quickly integrate their existing applications and gradually add portal functionality This minimizes the upfront investment required to build portlets and allows developers to better reuse existing components

Portlet providers may enforce security on their portlet by leveraging the single sign-on features within the portlet architecture In addition developers can take advantage of a set of API-level services in their provider and portlet code The services are provided as a convenience to the developer and their use is optional

For more information on the Oracle PDK visit httpportalcenteroraclecom

Customizing Portlets

Per user and per instance-level portlet personalization offer significant productivity gains to both the Portal developer and the Portal user After a developer creates a portlet definition with a default display a page designer can customize that definition to meet the needs of a particular community Individual users within that

Oracle Portal 10g Release 2 Technical Overview Page 15

community can then apply their own customizations to the very same definition Multiple instances of the same portlet can be added to a single page each with its own independent personalization settings Users with appropriate privileges can also publish their portlet customizations for other users to use

Managing portlet components

Portlet components are easily managed through the use of an integrated navigator tool that allows developers to access perform actions on (browsing granting privileges exporting and deleting) and keep track of related components and database objects

Partners and Community Partners

Oracle PartnerNetwork is a community a portal an interaction center and a worldwide business platform for companies who build their business around Oracles products and solutions By joining Oracle PartnerNetwork you have new opportunities to align Oracles technologies with your solutions and customers needs and increase revenue and profit We offer more than just products and solutions We offer our partners confidence in knowing they selected a stable and innovative company that takes partnership excellence seriously Learn how to accelerate success by becoming a member

Once a member of OPN you may register an interest in specific product focus areas to obtain the specific tools you need and to access program benefits Youll also have the opportunity to go to market with Oracle through business development initiatives

The Oracle Application Server Product Focus is open to all partners who share Oracles vision for an integrated enterprise wide application server solution and who want to develop solutions using Oracles framework The Oracle framework is used for developing and managing applications enterprise portals and mobile solutions Industry leaders are joining the Oracle Application Server Product Focus to provide scalable reliable and integrated solutions to their customers

Not a Member Oracle PartnerNetwork members gain access to exclusive benefits tools and resources Learn how to accelerate your success by becoming a member

Already an OPN Member Have your OPN Administrator declare your interest in Oracle Application Server If you are an Oracle partner declare your interest now in the Application Server Product Focus by contacting your companyrsquos OPN Primary Administrator to ensure the Application Server Product Focus is selected in your profile

Oracle Portal 10g Release 2 Technical Overview Page 16

OPN Administrators - Declare your Product Focus If your company would like to participate with Oracle in the Application Server Product Focus please ensure it is selected in your profile

Portal Developer Services

Oracle Portal Developer Services on OTN provides the Portal developer with all of the latest technology and content related to Oracle Portal making it the quickest way for developers to build and test portals and portlets

By subscribing to Oracle Portal Developer Services you can access a number of services and resources available exclusively to the Portal developer community Not only is it possible to access the development team within Oracle but also to tap into the greater community of Portal developers who have developed expertise in working with portlets Subscribers can also publish their own Portal development knowledge and experience

Subscribers to Portal Developer Services can

bull Build portlets using the Oracle Portal Developer Kit (PDK) As a subscriber you can download pre-release versions of the Oracle PDK You also get exclusive access to the latest how-to articles and development tools to help you build your own portlets

bull Register and test portlets on Oracle Portal Verification Service You can host and test your own portlets on the Oracle Portal Verification Service without having to install and manage your own Portal instance

bull Exchange knowledge with fellow community subscribers Take advantage of all that the Oracle Portal community has to offer As a subscriber you can share Portal development knowledge with fellow community subscribers Upon registration subscribers receive a community folder on Portal Center where they can upload portlet code and portal development insights (up to 4 MB)

bull Participate in subscriber surveys Subscribers may participate in quick polls and detailed surveys published specifically to gather feedback on important topics In particular there is an opportunity to rate articles samples and other content based on their effectiveness

bull Receive newsletter updates Subscribers receive an Oracle Portal Developer newsletter that provides information on the latest content and software related to Portal development

Application Integration

Portal Integration Solutions

Portal Integration (POINT) offers portlets that allow Oracle Portal users to integrate various applications to their portal The following portlets are released as

Oracle Portal 10g Release 2 Technical Overview Page 17

production portlets and are supported by Oracle Support for customers who have appropriate support contracts

bull Lotus Notes Portlet

bull Microsoft Exchange 2000 Portlet

Any other portlets including the following are samples released for test evaluation and education purposes They are not supported through formal Oracle Support mechanisms

bull SAP Generic Portlet

bull SAP Specific Portlets for finance human resources sales and inventory

bull IMAP Portlet

bull SMTP Portlet

bull SMS Portlet

bull IBM Tn3270 Portlet

bull Telnet Portlet

bull Unified Messaging System Portlet

bull Discussion Forum Portlet

bull Site Indexing Portlet

All these portlets are available as free download to Developer Services subscribers Oracle Portal Developer Services is a free subscription to access visit httpportalcenteroraclecom

Integrating with the Oracle E-Business Suite

Pre-built portlets that enable direct access to applications data from the portal are available as part of Oracle Applications 11i All of these portlets are integrated to take advantage of single sign-on as a partner application These portlets are role based and ship in three major categories

bull Daily Business Intelligence Portlets Portlets included with the Daily Business Intelligence product family

bull End-User Portlets Portlets that are useful for Oracle E-Business Suite Release 11i end-users Portlets in this category may be added to default Portal pages for Oracle E-Business Suite Release 11i users or made available to users to add to their own custom pages

bull Applications System Administrator Portlets Portlets that are primarily useful for Oracle E-Business Suite Release 11i system administrators and other non-production purposes Portlets in this category are neither generally useful nor appropriate for end users

Oracle Portal 10g Release 2 Technical Overview Page 18

Integrating with Oracle Collaboration Suite

Pre-built portlets that enable direct access to Oracle Collaboration Suite components and data from the portal are available as part of Oracle Collaboration Suite All of these portlets are integrated to take advantage of single sign-on as a partner application

Integrating enterprise applications

Oracle Application Server Integration is a component comprised of Workflow Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and the OracleAS JCA Adapters which provide connectivity to a host of existing applications and services such as SAP PeopleSoft Siebel MQ Series FTP JMS and others Oracle Portal can use Oracle Integration as the interface to 3rd party enterprise applications This greatly simplifies the integration from the portal perspective by giving you a single mechanism to get at the data from any application

Automating business processes

Portal implementations frequently want to integrate their business processes into their enterprise portal Using the capabilities of Oracle Workflow portal implementations can route information of any type according to user-defined business rules to model automate and continuously improve business practices Both traditional applications-based workflows as well as e-business integration workflows are supported

DEPLOYMENT SUPPORT A complete Oracle Portal installation provides a deployment platform that provides the essential underlying services that a portal needs in a pre-integrated framework As a fundamental service of the Oracle Application Server Oracle Portal leverages the key underlying grid computing capabilities it provides

Grid Computing and Oraclersquos Grid Computing Offering Grid computing is a new software architecture designed to effectively pool together large amounts of low cost modular storage and servers to create a virtual computing resource across which work can be transparently distributed to use capacity very efficiently at low cost and with very high availability The resources in a grid can include storage servers databases application servers and applications By pooling resources together Grid Computing can offer dependable consistent pervasive and inexpensive access to these resources regardless of their location and when needed thereby fulfilling the need for computing capacity on-demand

Oracle offers a comprehensive solution to manage information and run Enterprise Applications on Grids using Oracle Database 10g and Oracle Application Server 10G Both Oracle Database 10g and Oracle Application Server 10g can be managed

Oracle Portal 10g Release 2 Technical Overview Page 19

in a Grid Computing environment using Oracle Grid Control Together these products address the challenges faced by IT organizations today

bull Radically Reduce or Eliminate Excess Computing Capacity by automatically load balancing workloads to use spare capacity efficiently eliminating ldquoislands of computationrdquo

bull Modular Inexpensive Capacity Growth by adding capacity on-demand in low cost modular units

bull Radically Lower Cost of Management by centralizing administration of the resources in a Grid and automating provisioning and administration tasks across these resources

Oracle Application Server 10g and Its Benefits Oracle Application Server 10g the next generation of Oraclersquos Integrated Software Infrastructure for Enterprise Applications has been designed to enable Grid Computing It has been designed to effectively pool together large numbers of low cost servers to create a virtual computing resource across which Enterprise Applications can be transparently distributed to use capacity very efficiently at low cost and with very high availability Any existing application that runs on Oracle Application Server can transparently take advantage of Grid Computing without any changes Service-Oriented Applications will find additional benefits when deployed in a Grid Oracle Application Server 10g provides a number of Grid Computing features most importantly

bull Radically Reduce or Eliminate Excess Computing Capacity through Policy-Based Resource Management Metrics-based Workload Management and a variety of advanced back-up disaster recovery and clustered fail-over solutions to provide maximum availability in a Grid

bull Modular Inexpensive Capacity Growth through Automated Installation Configuration and Software Provisioning (including both software cloning and patch management) across hundreds of nodes in a Grid

bull Radically Lower Cost of Management and eliminate human errors in management through Centralized Systems Monitoring Unified Application Server Cluster Management (including Cluster Monitoring Cluster Optimization and Cluster-wide Application Deployment) and centralized Identity Management across a Grid

Out of the box Oracle Portal is integrated with the directory server Web cache J2EE server and other services to provide a complete platform that is critical for a successful portal deployment The following sections describe the architecture and deployment services leveraged by Oracle Portal

Oracle Portal 10g Release 2 Technical Overview Page 20

Performance and Architecture Oracle Portal is an integral component of the Oracle Application Server The Oracle Application Server has a flexible deployment model that supports a variety of configurations on a broad set of hardware and operating systems for highly scalable performance

Figure 3 MyOracleCom architecture

Assembling pages and portlets

The portal architecture includes a highly tuned multi-threaded servlet engine to retrieve portlet content manage caching assemble Portal pages and deliver completed pages all in parallel Because the engine is deployed on OracleAS Containers for J2EE (OC4J) Oracles highly scalable award winning J2EE framework performance is truly maximized The architecture minimizes hardware costs by enabling the use of commodity hardware deployed within a server farm

Pre-built portlets

Oracle Portal itself is fully portlet enabled All major administration development and end user functions within the portal are accessed via a portlet (see Figure 3) Oracle Portal ships with a set of pre-built portlets installed and configured for portal development portal administration and general use by portal users

bull Portlet DevelopmentmdashAccess developer information from httpportalcenteroraclecom create and manage Portal page groups and

Oracle Portal 10g Release 2 Technical Overview Page 21

providers find a portal object display objects most recently creatededited and create a portlet from HTML source

bull Portal AdministrationmdashCreate and manage users and user accounts and profiles create and manage user groups administer global settings and defaults registermanage local portlet providers set Portal language enable portlet login navigate among Portal objects search for users and add and manage local and remote Portal nodes

bull Database AdministrationmdashCreate and manage database schemas create and manage database roles import database objects that have been exported and access reports about the Portal database

bull End UsermdashStore and retrieve frequently accessed URLs search for content within a page group store and retrieve searches access external applications and loginlogout

Figure 3 Oracle Portal is pre-configured with pages and portlets for portal development and administration

Caching page and page content

A fully integrated intelligent cache enables the highest level of performance by minimizing unnecessary re-generation of Portal pages and portlet content Oracle Portal takes full advantage of Oracle Application Server Web Cache Oracles patented in-memory caching technology OracleAS Web Cache combines caching compression and assembly technologies to accelerate the delivery of both static and dynamically generated portal content It also provides back-end Web server

Oracle Portal 10g Release 2 Technical Overview Page 22

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 3: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

Oracle Portal 10g Release 2 (1012) Technical Overview

INTRODUCTION Todays enterprises are gaining competitive advantage and realizing increased productivity by deploying an enterprise portal within their IT infrastructure Enterprise portals are specifically designed to be the single source of interaction with corporate information and the focal point for conducting day-to-day business The Oracle Application Server includes a complete and integrated solution for building deploying and maintaining a world-class enterprise portal

Oracle Portal combines a rich declarative environment for creating a portal Web interface publishing and managing information accessing dynamic data and customizing the portal experience with an extensible framework for any Web-based technology such as J2EE-based application access and Web Services Using Oracle Portal e-businesses have the power to connect employees partners and customers with the information they need as well as the flexibility to create views tailored to each community

This document covers the major technical features and services that have been implemented in Oracle Application Server Portal 10g (904) and Oracle Portal 10g Release 2 (1012)

WIZARD-DRIVEN PAGE DESIGN AND DEVELOPMENT Page design and development features within Oracle Portal give administrators page designers and end users a powerful environment in which to create content- rich secure Portal pages no programming is required Page content can include both portlets (re-usable components that expose an underlying information source) and content items (individual pieces of content - text image hyperlink etc - that reside on a page)

Creating and editing pages A simple wizard walks a page designer through the steps of creating a page defining its geometry and setting page-level properties (such as page-level parameters amp events) An editing dashboard provides additional controls and multiple views to add portlets or items to the page and update page properties An integrated style manager allows designers to define color and font schemes that can

Oracle Portal 10g Release 2 Technical Overview Page 3

be applied to a Portal page or page region No knowledge of HTML coding or editing of configuration files is required

Once the page is created then the developer has the option of exporting it as a JSP editing it further in their JSP editor of choice and then re-importing it into the framework

Organizing and managing pages Features for grouping pages into page groups and defining page templates give administrators the control they need to manage pages and page properties Settings at the page group level control the templates page and item types content properties and classifications and language translations that may be used by the pages contained within that page group Page templates provide a powerful way to include default portal content (portlets and items) and enforce pre-defined page style layout and security settings

Customizing pages and Portlets Page designers and administrators can control the level of page and portlet customization available to users from simple hideshowrearrange portlet privileges to full page building privileges In addition portlet developers can implement a customization mode that allows users to personalize portlet content and format including the ability to collapse infrequently used portlets

Passing page parameters and events Portlets can be connected to produce integrated Web-based applications even when the portlets publish data from different systems By defining portlet parameters and associating them with page-level parameters and events the page developer can wire portlets together A page parameter or selections in one portlet can actually drive the content and display of other portlets and pages

Oracle Portal also gives you the ability to formally map portlet events that when fired from the rendered page can force the invocation of the same page or another page and pass parameters Events are fired when a user clicks on a link button or other control on the page The key benefits to this functionality affect many user roles

bull As a page designer you can reuse the same portlets many times and control the navigation between pages

bull As a portlet developer you build fewer portlets because they can be reused and you do not have to hard code hyperlinks

bull As a portal or page user you can customize parameters in one central location (such as the Portal Home page) simplifying your efforts and end users are offered a more consistent interface through the reuse of portlets Thus your application learning curve is minimized

Oracle Portal 10g Release 2 Technical Overview Page 4

For example you can build a Helpdesk Trouble Ticket portlet that requests a ticket number from the user Upon entry the portlet passes the ticket number to a different page depending on the initial pagersquos intended purpose So upon entry of the ticket number in page one the Show Ticket Details page might be displayed Or upon entry of the ticket number on page two the Trouble Ticket Escalation page could be displayed

SELF-SERVICE CONTENT PUBLISHING MANAGEMENT AND ACCESS Browser-based wizards and integrated editing dialog boxes make it easy for page designers to publish and manage the content that appears on their pages Business users can also use this publishing environment to easily define collaborative work areas and to publish their business documents

Publishing content A simple wizard guides a publisher through the steps of defining content adding attributes and publishing to a page No knowledge of HTML is required Virtually any type of content can be published including files simple text hypertext links and server-side scripting Page and page region properties set by the page designer automatically format and display the content on the page with the proper color font location alignment and so on The pages themselves are organized within a page group which can be used to create ad hoc or carefully controlled content taxonomies

Content Item Types Content Items are one of the basic components of a Portal page Items in Oracle Portal are based on item types Item types define the contents of an item and the information that is stored about an item Users with the appropriate privileges can create an item type The information stored about an item is determined by the attributes of the item type

The following lists sample item types that may appear in Oracle Portal Users may or may not see any of the item types listed below The page group administrator controls the item types that display to a user for a particular page group

The default content item types include

bull File Uploads a file and stores it in the page group

bull URL Adds a link to another Web page Web site or document URL either internal or external to the page group

bull Text Adds text (up to 32KB) to display in the page

bull Image Uploads an image item

bull PLSQL PLSQL code that executes a PLSQL procedure and displays the results

bull Page Link Adds a link to display another page in the page group

Oracle Portal 10g Release 2 Technical Overview Page 5

bull Image Map Uploads an image map item An image map is an image with separate areas that users can click to go to different URLs

bull Zip File Lets users upload a set of files to the page group in a single operation For example users can replicate a Web site or file system so that it is contained in a page group

Extending Content Attributes amp behavior To extend the default item and page types page group administrators and Portal administrators can create new attributes for use within these custom types Attributes are custom fields that capture additional data about an item or page One or many custom item or page types may use them Custom attributes may be unique to a particular page group or applied across multiple page groups For example a search on a ldquodue daterdquo custom attribute will examine all items that have a due date attribute

Oracle Portal provides eight datatypes for the creation of custom attributes These datatypes include

bull Boolean (value of TRUE or FALSE)

bull Date

bull File

bull Number

bull Text

bull PLSQL

bull URL

bull Application component

Custom attributes support multiple translations (attribute is permitted to have a different value for each translation) and can be displayed in several formats including single-line multi-line and as a list of values

Content Management APIrsquos Application Programming Interfaces (APIs) for performing many common content management operations (add or modify items pages categories perspectives etc) are supported These APIs are backwards compatible with the Oracle9iAS Portal Release 1 (309) APIs and include new functions and parameters to support OracleAS Portal 10g (904) functionality

Classifying and managing content Portal administrators set the policies for content types their attributes and how both are managed for the pages within a page group These policies provide precise control over content item attribution attribution values and how attributes are

Oracle Portal 10g Release 2 Technical Overview Page 6

presented in the Add Item wizard and Edit Item dialog box Pre-defined item categories and perspectives provide a powerful classification mechanism to group similar or related items Additional features such as item version control check-in and check-out automated publish and expiration dates and automatic indexing support collaborative document creation ease content management tasks and make it easy to find published items

Navigating and accessing content Built-in capabilities assist page designers in creating Portal navigation and in managing access to Portal content Flexible navigation pages and smart links make it easy to build standard user interface features such as navigation bars and banners The advanced searching capabilities of Oracle Text are directly integrated thus allowing documents to be grouped by theme as well as being summarized External data sources such as remote Oracle databases IMAP mail servers Web sites and file systems are accessible via integration with Oracle Ultra Search Options for specifying search submission and results allow an administrator to pre-define searching parameters set specific behavior and customize how results are displayed

Routing content for review and approval In cases where content must be reviewed or approved before it is published on the page the page designer can easily set up a review and approval process Simple or multi-step processes can be defined with single or multiple reviewers at each step Notifications are sent to each approver in the approval chain indicating that action is required while the Status portlet tracks the items progression from the submitters point of view

Subscribing to content and pages Any user with View privileges on a page can subscribe to a page or an item on a page The Notifications portlet tells the subscriber when the page or item has been changed or deleted

Integrating with the desktop File type item content can also be published to the OracleAS Metadata Repository via the Web-based Distributed Authoring and Versioning (WebDAV) protocol Using a WebDAV client such as Windows Explorer a Portal page group can be mapped as a Web Folder Users can then simply drag and drop content files and folders between Portal pages and the desktop File-type items can also be opened edited and saved directly from WebDAV desktop applications like MS Office 2000

Oracle Portal 10g Release 2 Technical Overview Page 7

Collaboration The Survey Wizard can be used to create and administer surveys polls and tests The Survey Wizard is comprised of four components the Survey Builder the Survey Form the Survey Report and the Survey Chart (Comment Is this correct)

The Survey Builder is used to

bull Create edit delete and purge surveys polls and tests

bull Create copy and edit questions

bull Create welcome message and closing comments

bull Formulate answer choices as pull-downs radio buttons check boxes or text fields

bull Add pre-built triggers directing users to different sections according to their response to a given question

bull Indicate whether to score tests

bull Add an image to questions

The Survey Form is used to

bull Place instances of the survey test or poll on pages

bull Show one or all questions at a time

bull Choose to hide the portlet after the survey has been taken or display the results in a report or chart

The Survey Report is used to view cumulative result details

The Survey Chart is used to view cumulative result details as a bar chart

PORTAL DEVELOPMENT TOOLS AND SERVICES A successful Portal will match ease of development with adherence to open standards as well as providing integration with 3rd party applications and utilizing partner technologies and services Oracle Portal was built from the ground up to support integration of remotely hosted applications by building into the architecture Open Internet standards such as HTTP XML and SOAP Additionally you can incorporate Web Services and J2EE-based components like JavaServer Pages (JSPs) Java Servlets and Enterprise JavaBeans (EJBs) into the Portal as portlets without writing additional code

Oracle Portal has leveraged this open architecture to integrate proprietary technologies such as Microsoft Exchange and Lotus Notes as well as 3270 and clientserver applications You can also easily include existing secured and public URL-accessible content

If you need higher-level data access to third party applications such as SAP PeopleSoft or Siebel you can use Oracle Integration which includes EAI

Oracle Portal 10g Release 2 Technical Overview Page 8

(Enterprise Application Integration) BPM B2B BAM and more Oracle Application Server Integration also provide a BPEL Process Manager that interoperates seamlessly with all of the integration tools such as Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and OracleAS JCA Adapters to expose and transform data into a portlet-ready format Successful also means fostering a growing community of developers and partners who contribute to the success of Oracle Portal

Standards and Platforms Oracle Portal fully embraces Internet Standards such as J2EE Web Services JavaScript XML and other languages It also incorporates capabilities that support a standards-based IT infrastructure including support for the WebDAV HTTP and Wireless protocols

Portlets and Providers

All major portal vendors today display snippets of information in discrete amounts on their pages The standard term for referring to these areas of data on the Portal page is ldquoportletrdquo and in this matter Oracle Portal has always been one of the leaders

Portlet Providers

Applications or information sources represented as portlets communicate with the portal through an entity called a provider Each portlet must have one and only one provider A provider may have one or more portlets that expose an underlying application or information source Once a provider is registered with a Portal instance its portlets are available for placement on a Portal page on that Portal instance

A Portal page may be constructed of portlets from providers defined within the pagersquos portal instance as well as providers located on one or more remote Web servers

Providers may be used to arrange portlets into meaningful groups For example portlets that access marketing collateral may be grouped under a marketing provider Similarly components created to access financial data from an accounts payable application may be grouped under an accounts payable provider

Provider groups may be used to group providers and ease multiple provider registration You typically use provider groups to organize providers into logical groups regardless of their physical location This also simplifies the provider registration process by allowing you to publish provider groups to portals and register providers in a provider group using a single click Like a provider you access it from a URL

Providers may be developed in a number of ways using various different technologies from programmatic to declarative depending upon the

Oracle Portal 10g Release 2 Technical Overview Page 9

implementation of the source application that the portlet is exposing Providers may be installed and hosted on either local or remote Web servers If you are using a remote Web server it does not have to be the Oracle Application Server it can be any certified application server such as WebSphere Weblogic or Tomcat

Portlets exposed via a Web provider may be coded in any language (Java C C++ etc) or exposed in a declarative manner by merely referencing and optionally applying an XSL transformation to an available URL (or in the case of Web Services a WSDL document) In addition these portlets may access any database via JDBC (or native drivers for Oracle Database 10g) The PDK-Java may even be used to take a legacy information source and expose it as HTML or even MobileXML for wireless devices Long-term Oracle customers may also easily leverage existing Oracle PLSQL skills to create PLSQL providers for both local and remote Oracle databases However PLSQL providers may only be exposed via the Oracle Application Server

Communication between the Portal Engine and the provider is via SOAP over HTTP which allows for firewalls to be used to separate remote providers from the Portal middle tier In the case of a PLSQL provider a PLSQL Adapter receives the SOAP call and then calls the relevant PLSQL API

Portlets

Portlets summarize promote or provide basic access to an information resource The information resources themselves can take on many forms and be used for many purposes A growing library of portlets gives portal developers a variety of development options and the ability to select the most appropriate approach This library consists of pre-built and integrated portlets that are bundled with Oracle Portal portlets made available by Oracle partners and portlets created to access customer-specific information

JSR-168 and WSRP

The Organization for the Advancement of Structured Information Standards (OASIS) Web Services for Remote Portlets (WSRP) and the Java Community Process (JCP) Java Specification Request (JSR) 168 standards both enable the interoperability of portlets across different portal platforms Oracle Portalrsquos current architecture already adheres to the design principles of OASIS WSRP and JSR168 as a result Oracle has been able to contribute significantly to the WSRP specification Oracle is also a member of the expert group for JSR168 and one of the primary advocates in the JSR168 process for ensuring compatibility with WSRP Oraclersquos leadership and support for these standards will allow customers and partners to integrate standards-based portals and portlets into Oracle Portal with minimal development effort

Oracle Portal 10g Release 2 Technical Overview Page 10

Portal Verification Service

Oracle is offering a hosted Portal verification service This service allows vendors building WSRP producers to test that their implementations run in Oracles environment It provides an environment for registering your WSRP producer and adding its portlets to a Portal page The service also contains an Oracle WSRP producer containing sample portlets implemented using Oracles standards based Portal Developer Kit This PDK allows you to build and deploy JSR 168 portlets in a remote environment based on WSRP

This service is available at httpportalstandardsoraclecom

Deploying J2EE applications

The Oracle Application Server provides the most complete J2EE implementation in the application server market Any J2EE feature can be used to declaratively construct portlets including JSPrsquos servlets EJB JCA Java Struts JAAS and others

Accessing amp Deploying JSP Pages

Organizations that have existing Web interfaces built with HTML or Java Server Pages (JSP) or who prefer to develop and maintain their code using industry standard Java can access portlets and even build entire Portal pages using the JSP model Portal developers using JSPrsquos can make full use of the portal infrastructure for functionality such as Single Sign-On and object access privileges

There are two ways to use a JSP to include portlet instances one is as a JSP held external to the Oracle Application Server Metadata Repository and the other is as a JSP managed inside the OracleAS Metadata Repository In either case the JSP may have either been built entirely external to Oracle Portal or may have been exported from an existing Portal page definition and subsequently edited

For those developers who want to use their own Java editors to build their Portal Pages Oracle Portal provides a tag library of hooks needed to access portlets in the portal and to use the portal infrastructure such as object privileges As a developer you therefore have complete control over the layout and behavior of the Portal page

Developers may also generate a JSP file from an existing Portal page that they can edit using their own Java editors The first step is to copy a Portal page to a JSP which causes a JSP generator to traverse through the page for the user interface and metadata elements and generate a file with the appropriate JSP tags The metadata elements of the page are represented in an XML structure and include the details of externally published portlets page parameters portlet parameters events and so forth The user interface elements of the page are represented via a URL referring to the CSS used in the portlets

To enable this functionality you do the following

bull Enable JSP access to a page group

Oracle Portal 10g Release 2 Technical Overview Page 11

bull Create externally published portlets that are instances of portlets that will be part of the JSP

bull In the JSP include tags from the tag library that reference the page group and externally published portlets

The following JSP example runs a portlet and passes a parameter

lt page contentType=texthtml charset=UTF-8 gt lt taglib prefix=portal uri=WEBINFlibwwjpstagjargt

ltportalusePortal pagegroup=MyPageGroupgt ltportalshowPortlet name=StockQuotegt ltportalparameter name=ticker value=ORCLgt ltportalshowPortletgt

Notice that the usePortal tag names a page group but not a portal In this case a default portal parameter is being read from the wwjpsxml configuration file You must configure this file to run external JSPs that access portal content

You may also load the JSP file created using the above methods into Oracle Portal and create an internally managed Portal page based on the JSP To do this you specify either the JSP or JAR or WAR file and indicate the initial JSP (a WAR file may contain multiple JSPs) Once the file is created you can set security enable caching and add parameters

Exchanging and accessing data

Open Internet standards such as HTTP XML and SOAP are built into Oracle Portals architecture and utilized for exchanging data among Portal instances and remote applications Standards-based applications and services (including Web Services) are easily incorporated into the Portal environment using the framework in the Oracle Portal Developer Kit (PDK)

Servicing HTTP requests

At the heart of the Oracle HTTP server component is the Apache Web server the worlds most popular Internet Web server

Servicing Wireless Requests - Get Information from Anywhere

Desktop or Mobile Browser

Besides standard Web browsers you can access Oracle Portal pages from wireless clients Working in conjunction with Oracle Application Server Wireless the Portal automatically transforms the Portal page structure to a form appropriate for the smaller screen devices common for wireless clients Portlets on this page are limited to those that are additionally capable of generating Oracles MobileXML

Oracle Portal 10g Release 2 Technical Overview Page 12

content type MobileXML is a markup language that hides the differences in markup syntax used by differing wireless clients

Wireless Enable any Technology

Oracle Portalrsquos built-in database provider components generate MobileXML in response to mobile requests Additionally the Oracle PDK allows coded portlets to detect and respond to mobile requests To enable this you do not have to change your existing code in any way you merely need to add an extra module to your portlet that contains the appropriate rendering logic for the intended device This allows any technology (Web Services J2EE NET etc) to be deployed on a wireless device as a portlet

Full Development Control

For fine-grained control of the page structure displayed on mobile clients Oracle Portal provides a complimentary set of page design tools oriented towards the wireless (small device) experience Thus you can build a distinct portal structure for wireless users Portlet instances can be shared between a mobile portal and its standard desktop counterpart allowing you to present a common set of portlets whose customizations are identical This provides a more natural feel as a user who customizes a portlet in their standard portal will see the effect in the portlet in the mobile portal

Deploying on a variety of platforms

The Oracle Application Server is available on Windows NT2000XP and all of the most popular UNIX platforms including Solaris Linux HP-UX AIX and Compaq Tru64

Rich Portlet Development Environment Oracle Portal includes a declarative environment and extensibility features that makes it easy for developers to expose enterprise data as portlets

OmniPortlet

OmniPortlet is a component of Oracle Portal that helps the page designer to quickly publish data from different data sources (CSV XML Web Services JCA SQL and Web Page) and render them in any layout (tabular chart form list News)

Web Clipping

The Web Clipping Portlet assists with extracting specific portions or clippings (for example data in an HTML table) of Web page content the page developer can browse to the desired Web page deconstruct the page into clippingsrdquo and preview the selected clipping in the portlet itself

Oracle Portal 10g Release 2 Technical Overview Page 13

Portlet Builder

Portlet developers can choose from thirteen data-driven components to create portlets that interact with enterprise data in an Oracle database or other data sources Components include JavaScript-enhanced data entry forms customizable HTML bar charts and column-style reports that produce results in HTML plain text or MS Excel format A wizard-based declarative design environment guides developers through the steps of building the portlet No scripting or in-depth knowledge of SQL syntax is required Experienced users can insert their own SQL statements to drive their portlets with customized logic

You may use the build wizards accessible from the Navigator to create components or they may be developed in-place on a Portal page The build wizard produces a PLSQL stored procedure that is stored in the database When executed the stored procedure dynamically renders the HTML and JavaScript code that displays the component

The Oracle Portal components you can build are

bull Form - Displays a customized form that can be used as an interface for updating tables executing stored procedures and generating other customized forms You can build three types of forms

o A form based on a table or view enables end users to insert update and delete data in a database table or view

o A master-detail form displays a master row and multiple detail rows within a single HTML page The form contains fields for updating values in two database tables or views

o A form based on a procedure enables end users to insert update and delete data in a database stored procedure

bull Report - Displays data you select from the database table or view in a report The report can have tabular form or custom layout

bull Chart - Displays data you select from a database table or view as a bar chart

bull Data Component - Displays data in spreadsheet format

bull Calendar - Displays data you select from a database table or view as a calendar

bull Dynamic Page - Displays dynamically generated HTML content on a Web page

bull Hierarchy - Displays data you select from a database table or view as a graphical hierarchy of items containing up to three levels

bull Menu - Displays an HTML-based menu containing hyperlinked options to other menus Oracle Portal components or URLs

Oracle Portal 10g Release 2 Technical Overview Page 14

bull Frame Driver - Displays a Web page with two frames End user queries in one frame control the contents of the other frame

bull Link - Displays a clickable link that provides a hypertext jump between Oracle Portal components and other components component customization forms or any HTML page

bull List of Values - Enables end users to choose entry field values in a form or component customization form You can use LOVs when creating components to pre-select the possible values in an entry field The end user clicks the mouse to select a value rather than type it You can also build LOVs based on other LOVs

bull URL - Displays the contents of a URL

bull XML - Displays an XML page as well as optionally applying an XSL stylesheet

The component publishing service also includes five shared components that are leveraged to extend the functionality of the thirteen components described above These shared components are JavaScript User Interface Template Color Definition Image Definition and Font Definition

Oracle Portal Developer Kit (PDK)

Using the Oracle PDK developers can build custom portlets that interact with customer-specific content or applications At a high level the Oracle PDK offers several feature sets including the ability to incorporate off-the-shelf Web Services additional J2EE services and any Web-accessible content In addition developers may also implement portlets as extensions of their existing Web development environment using Java technologies (servlets Java Server Pages) CGI technologies (C C++ etc) scripting languages (Perl PHP) Active Server Pages or as stored procedures (PLSQL or Java) The Oracle PDK provides a gentle slope that allows developers to quickly integrate their existing applications and gradually add portal functionality This minimizes the upfront investment required to build portlets and allows developers to better reuse existing components

Portlet providers may enforce security on their portlet by leveraging the single sign-on features within the portlet architecture In addition developers can take advantage of a set of API-level services in their provider and portlet code The services are provided as a convenience to the developer and their use is optional

For more information on the Oracle PDK visit httpportalcenteroraclecom

Customizing Portlets

Per user and per instance-level portlet personalization offer significant productivity gains to both the Portal developer and the Portal user After a developer creates a portlet definition with a default display a page designer can customize that definition to meet the needs of a particular community Individual users within that

Oracle Portal 10g Release 2 Technical Overview Page 15

community can then apply their own customizations to the very same definition Multiple instances of the same portlet can be added to a single page each with its own independent personalization settings Users with appropriate privileges can also publish their portlet customizations for other users to use

Managing portlet components

Portlet components are easily managed through the use of an integrated navigator tool that allows developers to access perform actions on (browsing granting privileges exporting and deleting) and keep track of related components and database objects

Partners and Community Partners

Oracle PartnerNetwork is a community a portal an interaction center and a worldwide business platform for companies who build their business around Oracles products and solutions By joining Oracle PartnerNetwork you have new opportunities to align Oracles technologies with your solutions and customers needs and increase revenue and profit We offer more than just products and solutions We offer our partners confidence in knowing they selected a stable and innovative company that takes partnership excellence seriously Learn how to accelerate success by becoming a member

Once a member of OPN you may register an interest in specific product focus areas to obtain the specific tools you need and to access program benefits Youll also have the opportunity to go to market with Oracle through business development initiatives

The Oracle Application Server Product Focus is open to all partners who share Oracles vision for an integrated enterprise wide application server solution and who want to develop solutions using Oracles framework The Oracle framework is used for developing and managing applications enterprise portals and mobile solutions Industry leaders are joining the Oracle Application Server Product Focus to provide scalable reliable and integrated solutions to their customers

Not a Member Oracle PartnerNetwork members gain access to exclusive benefits tools and resources Learn how to accelerate your success by becoming a member

Already an OPN Member Have your OPN Administrator declare your interest in Oracle Application Server If you are an Oracle partner declare your interest now in the Application Server Product Focus by contacting your companyrsquos OPN Primary Administrator to ensure the Application Server Product Focus is selected in your profile

Oracle Portal 10g Release 2 Technical Overview Page 16

OPN Administrators - Declare your Product Focus If your company would like to participate with Oracle in the Application Server Product Focus please ensure it is selected in your profile

Portal Developer Services

Oracle Portal Developer Services on OTN provides the Portal developer with all of the latest technology and content related to Oracle Portal making it the quickest way for developers to build and test portals and portlets

By subscribing to Oracle Portal Developer Services you can access a number of services and resources available exclusively to the Portal developer community Not only is it possible to access the development team within Oracle but also to tap into the greater community of Portal developers who have developed expertise in working with portlets Subscribers can also publish their own Portal development knowledge and experience

Subscribers to Portal Developer Services can

bull Build portlets using the Oracle Portal Developer Kit (PDK) As a subscriber you can download pre-release versions of the Oracle PDK You also get exclusive access to the latest how-to articles and development tools to help you build your own portlets

bull Register and test portlets on Oracle Portal Verification Service You can host and test your own portlets on the Oracle Portal Verification Service without having to install and manage your own Portal instance

bull Exchange knowledge with fellow community subscribers Take advantage of all that the Oracle Portal community has to offer As a subscriber you can share Portal development knowledge with fellow community subscribers Upon registration subscribers receive a community folder on Portal Center where they can upload portlet code and portal development insights (up to 4 MB)

bull Participate in subscriber surveys Subscribers may participate in quick polls and detailed surveys published specifically to gather feedback on important topics In particular there is an opportunity to rate articles samples and other content based on their effectiveness

bull Receive newsletter updates Subscribers receive an Oracle Portal Developer newsletter that provides information on the latest content and software related to Portal development

Application Integration

Portal Integration Solutions

Portal Integration (POINT) offers portlets that allow Oracle Portal users to integrate various applications to their portal The following portlets are released as

Oracle Portal 10g Release 2 Technical Overview Page 17

production portlets and are supported by Oracle Support for customers who have appropriate support contracts

bull Lotus Notes Portlet

bull Microsoft Exchange 2000 Portlet

Any other portlets including the following are samples released for test evaluation and education purposes They are not supported through formal Oracle Support mechanisms

bull SAP Generic Portlet

bull SAP Specific Portlets for finance human resources sales and inventory

bull IMAP Portlet

bull SMTP Portlet

bull SMS Portlet

bull IBM Tn3270 Portlet

bull Telnet Portlet

bull Unified Messaging System Portlet

bull Discussion Forum Portlet

bull Site Indexing Portlet

All these portlets are available as free download to Developer Services subscribers Oracle Portal Developer Services is a free subscription to access visit httpportalcenteroraclecom

Integrating with the Oracle E-Business Suite

Pre-built portlets that enable direct access to applications data from the portal are available as part of Oracle Applications 11i All of these portlets are integrated to take advantage of single sign-on as a partner application These portlets are role based and ship in three major categories

bull Daily Business Intelligence Portlets Portlets included with the Daily Business Intelligence product family

bull End-User Portlets Portlets that are useful for Oracle E-Business Suite Release 11i end-users Portlets in this category may be added to default Portal pages for Oracle E-Business Suite Release 11i users or made available to users to add to their own custom pages

bull Applications System Administrator Portlets Portlets that are primarily useful for Oracle E-Business Suite Release 11i system administrators and other non-production purposes Portlets in this category are neither generally useful nor appropriate for end users

Oracle Portal 10g Release 2 Technical Overview Page 18

Integrating with Oracle Collaboration Suite

Pre-built portlets that enable direct access to Oracle Collaboration Suite components and data from the portal are available as part of Oracle Collaboration Suite All of these portlets are integrated to take advantage of single sign-on as a partner application

Integrating enterprise applications

Oracle Application Server Integration is a component comprised of Workflow Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and the OracleAS JCA Adapters which provide connectivity to a host of existing applications and services such as SAP PeopleSoft Siebel MQ Series FTP JMS and others Oracle Portal can use Oracle Integration as the interface to 3rd party enterprise applications This greatly simplifies the integration from the portal perspective by giving you a single mechanism to get at the data from any application

Automating business processes

Portal implementations frequently want to integrate their business processes into their enterprise portal Using the capabilities of Oracle Workflow portal implementations can route information of any type according to user-defined business rules to model automate and continuously improve business practices Both traditional applications-based workflows as well as e-business integration workflows are supported

DEPLOYMENT SUPPORT A complete Oracle Portal installation provides a deployment platform that provides the essential underlying services that a portal needs in a pre-integrated framework As a fundamental service of the Oracle Application Server Oracle Portal leverages the key underlying grid computing capabilities it provides

Grid Computing and Oraclersquos Grid Computing Offering Grid computing is a new software architecture designed to effectively pool together large amounts of low cost modular storage and servers to create a virtual computing resource across which work can be transparently distributed to use capacity very efficiently at low cost and with very high availability The resources in a grid can include storage servers databases application servers and applications By pooling resources together Grid Computing can offer dependable consistent pervasive and inexpensive access to these resources regardless of their location and when needed thereby fulfilling the need for computing capacity on-demand

Oracle offers a comprehensive solution to manage information and run Enterprise Applications on Grids using Oracle Database 10g and Oracle Application Server 10G Both Oracle Database 10g and Oracle Application Server 10g can be managed

Oracle Portal 10g Release 2 Technical Overview Page 19

in a Grid Computing environment using Oracle Grid Control Together these products address the challenges faced by IT organizations today

bull Radically Reduce or Eliminate Excess Computing Capacity by automatically load balancing workloads to use spare capacity efficiently eliminating ldquoislands of computationrdquo

bull Modular Inexpensive Capacity Growth by adding capacity on-demand in low cost modular units

bull Radically Lower Cost of Management by centralizing administration of the resources in a Grid and automating provisioning and administration tasks across these resources

Oracle Application Server 10g and Its Benefits Oracle Application Server 10g the next generation of Oraclersquos Integrated Software Infrastructure for Enterprise Applications has been designed to enable Grid Computing It has been designed to effectively pool together large numbers of low cost servers to create a virtual computing resource across which Enterprise Applications can be transparently distributed to use capacity very efficiently at low cost and with very high availability Any existing application that runs on Oracle Application Server can transparently take advantage of Grid Computing without any changes Service-Oriented Applications will find additional benefits when deployed in a Grid Oracle Application Server 10g provides a number of Grid Computing features most importantly

bull Radically Reduce or Eliminate Excess Computing Capacity through Policy-Based Resource Management Metrics-based Workload Management and a variety of advanced back-up disaster recovery and clustered fail-over solutions to provide maximum availability in a Grid

bull Modular Inexpensive Capacity Growth through Automated Installation Configuration and Software Provisioning (including both software cloning and patch management) across hundreds of nodes in a Grid

bull Radically Lower Cost of Management and eliminate human errors in management through Centralized Systems Monitoring Unified Application Server Cluster Management (including Cluster Monitoring Cluster Optimization and Cluster-wide Application Deployment) and centralized Identity Management across a Grid

Out of the box Oracle Portal is integrated with the directory server Web cache J2EE server and other services to provide a complete platform that is critical for a successful portal deployment The following sections describe the architecture and deployment services leveraged by Oracle Portal

Oracle Portal 10g Release 2 Technical Overview Page 20

Performance and Architecture Oracle Portal is an integral component of the Oracle Application Server The Oracle Application Server has a flexible deployment model that supports a variety of configurations on a broad set of hardware and operating systems for highly scalable performance

Figure 3 MyOracleCom architecture

Assembling pages and portlets

The portal architecture includes a highly tuned multi-threaded servlet engine to retrieve portlet content manage caching assemble Portal pages and deliver completed pages all in parallel Because the engine is deployed on OracleAS Containers for J2EE (OC4J) Oracles highly scalable award winning J2EE framework performance is truly maximized The architecture minimizes hardware costs by enabling the use of commodity hardware deployed within a server farm

Pre-built portlets

Oracle Portal itself is fully portlet enabled All major administration development and end user functions within the portal are accessed via a portlet (see Figure 3) Oracle Portal ships with a set of pre-built portlets installed and configured for portal development portal administration and general use by portal users

bull Portlet DevelopmentmdashAccess developer information from httpportalcenteroraclecom create and manage Portal page groups and

Oracle Portal 10g Release 2 Technical Overview Page 21

providers find a portal object display objects most recently creatededited and create a portlet from HTML source

bull Portal AdministrationmdashCreate and manage users and user accounts and profiles create and manage user groups administer global settings and defaults registermanage local portlet providers set Portal language enable portlet login navigate among Portal objects search for users and add and manage local and remote Portal nodes

bull Database AdministrationmdashCreate and manage database schemas create and manage database roles import database objects that have been exported and access reports about the Portal database

bull End UsermdashStore and retrieve frequently accessed URLs search for content within a page group store and retrieve searches access external applications and loginlogout

Figure 3 Oracle Portal is pre-configured with pages and portlets for portal development and administration

Caching page and page content

A fully integrated intelligent cache enables the highest level of performance by minimizing unnecessary re-generation of Portal pages and portlet content Oracle Portal takes full advantage of Oracle Application Server Web Cache Oracles patented in-memory caching technology OracleAS Web Cache combines caching compression and assembly technologies to accelerate the delivery of both static and dynamically generated portal content It also provides back-end Web server

Oracle Portal 10g Release 2 Technical Overview Page 22

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 4: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

be applied to a Portal page or page region No knowledge of HTML coding or editing of configuration files is required

Once the page is created then the developer has the option of exporting it as a JSP editing it further in their JSP editor of choice and then re-importing it into the framework

Organizing and managing pages Features for grouping pages into page groups and defining page templates give administrators the control they need to manage pages and page properties Settings at the page group level control the templates page and item types content properties and classifications and language translations that may be used by the pages contained within that page group Page templates provide a powerful way to include default portal content (portlets and items) and enforce pre-defined page style layout and security settings

Customizing pages and Portlets Page designers and administrators can control the level of page and portlet customization available to users from simple hideshowrearrange portlet privileges to full page building privileges In addition portlet developers can implement a customization mode that allows users to personalize portlet content and format including the ability to collapse infrequently used portlets

Passing page parameters and events Portlets can be connected to produce integrated Web-based applications even when the portlets publish data from different systems By defining portlet parameters and associating them with page-level parameters and events the page developer can wire portlets together A page parameter or selections in one portlet can actually drive the content and display of other portlets and pages

Oracle Portal also gives you the ability to formally map portlet events that when fired from the rendered page can force the invocation of the same page or another page and pass parameters Events are fired when a user clicks on a link button or other control on the page The key benefits to this functionality affect many user roles

bull As a page designer you can reuse the same portlets many times and control the navigation between pages

bull As a portlet developer you build fewer portlets because they can be reused and you do not have to hard code hyperlinks

bull As a portal or page user you can customize parameters in one central location (such as the Portal Home page) simplifying your efforts and end users are offered a more consistent interface through the reuse of portlets Thus your application learning curve is minimized

Oracle Portal 10g Release 2 Technical Overview Page 4

For example you can build a Helpdesk Trouble Ticket portlet that requests a ticket number from the user Upon entry the portlet passes the ticket number to a different page depending on the initial pagersquos intended purpose So upon entry of the ticket number in page one the Show Ticket Details page might be displayed Or upon entry of the ticket number on page two the Trouble Ticket Escalation page could be displayed

SELF-SERVICE CONTENT PUBLISHING MANAGEMENT AND ACCESS Browser-based wizards and integrated editing dialog boxes make it easy for page designers to publish and manage the content that appears on their pages Business users can also use this publishing environment to easily define collaborative work areas and to publish their business documents

Publishing content A simple wizard guides a publisher through the steps of defining content adding attributes and publishing to a page No knowledge of HTML is required Virtually any type of content can be published including files simple text hypertext links and server-side scripting Page and page region properties set by the page designer automatically format and display the content on the page with the proper color font location alignment and so on The pages themselves are organized within a page group which can be used to create ad hoc or carefully controlled content taxonomies

Content Item Types Content Items are one of the basic components of a Portal page Items in Oracle Portal are based on item types Item types define the contents of an item and the information that is stored about an item Users with the appropriate privileges can create an item type The information stored about an item is determined by the attributes of the item type

The following lists sample item types that may appear in Oracle Portal Users may or may not see any of the item types listed below The page group administrator controls the item types that display to a user for a particular page group

The default content item types include

bull File Uploads a file and stores it in the page group

bull URL Adds a link to another Web page Web site or document URL either internal or external to the page group

bull Text Adds text (up to 32KB) to display in the page

bull Image Uploads an image item

bull PLSQL PLSQL code that executes a PLSQL procedure and displays the results

bull Page Link Adds a link to display another page in the page group

Oracle Portal 10g Release 2 Technical Overview Page 5

bull Image Map Uploads an image map item An image map is an image with separate areas that users can click to go to different URLs

bull Zip File Lets users upload a set of files to the page group in a single operation For example users can replicate a Web site or file system so that it is contained in a page group

Extending Content Attributes amp behavior To extend the default item and page types page group administrators and Portal administrators can create new attributes for use within these custom types Attributes are custom fields that capture additional data about an item or page One or many custom item or page types may use them Custom attributes may be unique to a particular page group or applied across multiple page groups For example a search on a ldquodue daterdquo custom attribute will examine all items that have a due date attribute

Oracle Portal provides eight datatypes for the creation of custom attributes These datatypes include

bull Boolean (value of TRUE or FALSE)

bull Date

bull File

bull Number

bull Text

bull PLSQL

bull URL

bull Application component

Custom attributes support multiple translations (attribute is permitted to have a different value for each translation) and can be displayed in several formats including single-line multi-line and as a list of values

Content Management APIrsquos Application Programming Interfaces (APIs) for performing many common content management operations (add or modify items pages categories perspectives etc) are supported These APIs are backwards compatible with the Oracle9iAS Portal Release 1 (309) APIs and include new functions and parameters to support OracleAS Portal 10g (904) functionality

Classifying and managing content Portal administrators set the policies for content types their attributes and how both are managed for the pages within a page group These policies provide precise control over content item attribution attribution values and how attributes are

Oracle Portal 10g Release 2 Technical Overview Page 6

presented in the Add Item wizard and Edit Item dialog box Pre-defined item categories and perspectives provide a powerful classification mechanism to group similar or related items Additional features such as item version control check-in and check-out automated publish and expiration dates and automatic indexing support collaborative document creation ease content management tasks and make it easy to find published items

Navigating and accessing content Built-in capabilities assist page designers in creating Portal navigation and in managing access to Portal content Flexible navigation pages and smart links make it easy to build standard user interface features such as navigation bars and banners The advanced searching capabilities of Oracle Text are directly integrated thus allowing documents to be grouped by theme as well as being summarized External data sources such as remote Oracle databases IMAP mail servers Web sites and file systems are accessible via integration with Oracle Ultra Search Options for specifying search submission and results allow an administrator to pre-define searching parameters set specific behavior and customize how results are displayed

Routing content for review and approval In cases where content must be reviewed or approved before it is published on the page the page designer can easily set up a review and approval process Simple or multi-step processes can be defined with single or multiple reviewers at each step Notifications are sent to each approver in the approval chain indicating that action is required while the Status portlet tracks the items progression from the submitters point of view

Subscribing to content and pages Any user with View privileges on a page can subscribe to a page or an item on a page The Notifications portlet tells the subscriber when the page or item has been changed or deleted

Integrating with the desktop File type item content can also be published to the OracleAS Metadata Repository via the Web-based Distributed Authoring and Versioning (WebDAV) protocol Using a WebDAV client such as Windows Explorer a Portal page group can be mapped as a Web Folder Users can then simply drag and drop content files and folders between Portal pages and the desktop File-type items can also be opened edited and saved directly from WebDAV desktop applications like MS Office 2000

Oracle Portal 10g Release 2 Technical Overview Page 7

Collaboration The Survey Wizard can be used to create and administer surveys polls and tests The Survey Wizard is comprised of four components the Survey Builder the Survey Form the Survey Report and the Survey Chart (Comment Is this correct)

The Survey Builder is used to

bull Create edit delete and purge surveys polls and tests

bull Create copy and edit questions

bull Create welcome message and closing comments

bull Formulate answer choices as pull-downs radio buttons check boxes or text fields

bull Add pre-built triggers directing users to different sections according to their response to a given question

bull Indicate whether to score tests

bull Add an image to questions

The Survey Form is used to

bull Place instances of the survey test or poll on pages

bull Show one or all questions at a time

bull Choose to hide the portlet after the survey has been taken or display the results in a report or chart

The Survey Report is used to view cumulative result details

The Survey Chart is used to view cumulative result details as a bar chart

PORTAL DEVELOPMENT TOOLS AND SERVICES A successful Portal will match ease of development with adherence to open standards as well as providing integration with 3rd party applications and utilizing partner technologies and services Oracle Portal was built from the ground up to support integration of remotely hosted applications by building into the architecture Open Internet standards such as HTTP XML and SOAP Additionally you can incorporate Web Services and J2EE-based components like JavaServer Pages (JSPs) Java Servlets and Enterprise JavaBeans (EJBs) into the Portal as portlets without writing additional code

Oracle Portal has leveraged this open architecture to integrate proprietary technologies such as Microsoft Exchange and Lotus Notes as well as 3270 and clientserver applications You can also easily include existing secured and public URL-accessible content

If you need higher-level data access to third party applications such as SAP PeopleSoft or Siebel you can use Oracle Integration which includes EAI

Oracle Portal 10g Release 2 Technical Overview Page 8

(Enterprise Application Integration) BPM B2B BAM and more Oracle Application Server Integration also provide a BPEL Process Manager that interoperates seamlessly with all of the integration tools such as Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and OracleAS JCA Adapters to expose and transform data into a portlet-ready format Successful also means fostering a growing community of developers and partners who contribute to the success of Oracle Portal

Standards and Platforms Oracle Portal fully embraces Internet Standards such as J2EE Web Services JavaScript XML and other languages It also incorporates capabilities that support a standards-based IT infrastructure including support for the WebDAV HTTP and Wireless protocols

Portlets and Providers

All major portal vendors today display snippets of information in discrete amounts on their pages The standard term for referring to these areas of data on the Portal page is ldquoportletrdquo and in this matter Oracle Portal has always been one of the leaders

Portlet Providers

Applications or information sources represented as portlets communicate with the portal through an entity called a provider Each portlet must have one and only one provider A provider may have one or more portlets that expose an underlying application or information source Once a provider is registered with a Portal instance its portlets are available for placement on a Portal page on that Portal instance

A Portal page may be constructed of portlets from providers defined within the pagersquos portal instance as well as providers located on one or more remote Web servers

Providers may be used to arrange portlets into meaningful groups For example portlets that access marketing collateral may be grouped under a marketing provider Similarly components created to access financial data from an accounts payable application may be grouped under an accounts payable provider

Provider groups may be used to group providers and ease multiple provider registration You typically use provider groups to organize providers into logical groups regardless of their physical location This also simplifies the provider registration process by allowing you to publish provider groups to portals and register providers in a provider group using a single click Like a provider you access it from a URL

Providers may be developed in a number of ways using various different technologies from programmatic to declarative depending upon the

Oracle Portal 10g Release 2 Technical Overview Page 9

implementation of the source application that the portlet is exposing Providers may be installed and hosted on either local or remote Web servers If you are using a remote Web server it does not have to be the Oracle Application Server it can be any certified application server such as WebSphere Weblogic or Tomcat

Portlets exposed via a Web provider may be coded in any language (Java C C++ etc) or exposed in a declarative manner by merely referencing and optionally applying an XSL transformation to an available URL (or in the case of Web Services a WSDL document) In addition these portlets may access any database via JDBC (or native drivers for Oracle Database 10g) The PDK-Java may even be used to take a legacy information source and expose it as HTML or even MobileXML for wireless devices Long-term Oracle customers may also easily leverage existing Oracle PLSQL skills to create PLSQL providers for both local and remote Oracle databases However PLSQL providers may only be exposed via the Oracle Application Server

Communication between the Portal Engine and the provider is via SOAP over HTTP which allows for firewalls to be used to separate remote providers from the Portal middle tier In the case of a PLSQL provider a PLSQL Adapter receives the SOAP call and then calls the relevant PLSQL API

Portlets

Portlets summarize promote or provide basic access to an information resource The information resources themselves can take on many forms and be used for many purposes A growing library of portlets gives portal developers a variety of development options and the ability to select the most appropriate approach This library consists of pre-built and integrated portlets that are bundled with Oracle Portal portlets made available by Oracle partners and portlets created to access customer-specific information

JSR-168 and WSRP

The Organization for the Advancement of Structured Information Standards (OASIS) Web Services for Remote Portlets (WSRP) and the Java Community Process (JCP) Java Specification Request (JSR) 168 standards both enable the interoperability of portlets across different portal platforms Oracle Portalrsquos current architecture already adheres to the design principles of OASIS WSRP and JSR168 as a result Oracle has been able to contribute significantly to the WSRP specification Oracle is also a member of the expert group for JSR168 and one of the primary advocates in the JSR168 process for ensuring compatibility with WSRP Oraclersquos leadership and support for these standards will allow customers and partners to integrate standards-based portals and portlets into Oracle Portal with minimal development effort

Oracle Portal 10g Release 2 Technical Overview Page 10

Portal Verification Service

Oracle is offering a hosted Portal verification service This service allows vendors building WSRP producers to test that their implementations run in Oracles environment It provides an environment for registering your WSRP producer and adding its portlets to a Portal page The service also contains an Oracle WSRP producer containing sample portlets implemented using Oracles standards based Portal Developer Kit This PDK allows you to build and deploy JSR 168 portlets in a remote environment based on WSRP

This service is available at httpportalstandardsoraclecom

Deploying J2EE applications

The Oracle Application Server provides the most complete J2EE implementation in the application server market Any J2EE feature can be used to declaratively construct portlets including JSPrsquos servlets EJB JCA Java Struts JAAS and others

Accessing amp Deploying JSP Pages

Organizations that have existing Web interfaces built with HTML or Java Server Pages (JSP) or who prefer to develop and maintain their code using industry standard Java can access portlets and even build entire Portal pages using the JSP model Portal developers using JSPrsquos can make full use of the portal infrastructure for functionality such as Single Sign-On and object access privileges

There are two ways to use a JSP to include portlet instances one is as a JSP held external to the Oracle Application Server Metadata Repository and the other is as a JSP managed inside the OracleAS Metadata Repository In either case the JSP may have either been built entirely external to Oracle Portal or may have been exported from an existing Portal page definition and subsequently edited

For those developers who want to use their own Java editors to build their Portal Pages Oracle Portal provides a tag library of hooks needed to access portlets in the portal and to use the portal infrastructure such as object privileges As a developer you therefore have complete control over the layout and behavior of the Portal page

Developers may also generate a JSP file from an existing Portal page that they can edit using their own Java editors The first step is to copy a Portal page to a JSP which causes a JSP generator to traverse through the page for the user interface and metadata elements and generate a file with the appropriate JSP tags The metadata elements of the page are represented in an XML structure and include the details of externally published portlets page parameters portlet parameters events and so forth The user interface elements of the page are represented via a URL referring to the CSS used in the portlets

To enable this functionality you do the following

bull Enable JSP access to a page group

Oracle Portal 10g Release 2 Technical Overview Page 11

bull Create externally published portlets that are instances of portlets that will be part of the JSP

bull In the JSP include tags from the tag library that reference the page group and externally published portlets

The following JSP example runs a portlet and passes a parameter

lt page contentType=texthtml charset=UTF-8 gt lt taglib prefix=portal uri=WEBINFlibwwjpstagjargt

ltportalusePortal pagegroup=MyPageGroupgt ltportalshowPortlet name=StockQuotegt ltportalparameter name=ticker value=ORCLgt ltportalshowPortletgt

Notice that the usePortal tag names a page group but not a portal In this case a default portal parameter is being read from the wwjpsxml configuration file You must configure this file to run external JSPs that access portal content

You may also load the JSP file created using the above methods into Oracle Portal and create an internally managed Portal page based on the JSP To do this you specify either the JSP or JAR or WAR file and indicate the initial JSP (a WAR file may contain multiple JSPs) Once the file is created you can set security enable caching and add parameters

Exchanging and accessing data

Open Internet standards such as HTTP XML and SOAP are built into Oracle Portals architecture and utilized for exchanging data among Portal instances and remote applications Standards-based applications and services (including Web Services) are easily incorporated into the Portal environment using the framework in the Oracle Portal Developer Kit (PDK)

Servicing HTTP requests

At the heart of the Oracle HTTP server component is the Apache Web server the worlds most popular Internet Web server

Servicing Wireless Requests - Get Information from Anywhere

Desktop or Mobile Browser

Besides standard Web browsers you can access Oracle Portal pages from wireless clients Working in conjunction with Oracle Application Server Wireless the Portal automatically transforms the Portal page structure to a form appropriate for the smaller screen devices common for wireless clients Portlets on this page are limited to those that are additionally capable of generating Oracles MobileXML

Oracle Portal 10g Release 2 Technical Overview Page 12

content type MobileXML is a markup language that hides the differences in markup syntax used by differing wireless clients

Wireless Enable any Technology

Oracle Portalrsquos built-in database provider components generate MobileXML in response to mobile requests Additionally the Oracle PDK allows coded portlets to detect and respond to mobile requests To enable this you do not have to change your existing code in any way you merely need to add an extra module to your portlet that contains the appropriate rendering logic for the intended device This allows any technology (Web Services J2EE NET etc) to be deployed on a wireless device as a portlet

Full Development Control

For fine-grained control of the page structure displayed on mobile clients Oracle Portal provides a complimentary set of page design tools oriented towards the wireless (small device) experience Thus you can build a distinct portal structure for wireless users Portlet instances can be shared between a mobile portal and its standard desktop counterpart allowing you to present a common set of portlets whose customizations are identical This provides a more natural feel as a user who customizes a portlet in their standard portal will see the effect in the portlet in the mobile portal

Deploying on a variety of platforms

The Oracle Application Server is available on Windows NT2000XP and all of the most popular UNIX platforms including Solaris Linux HP-UX AIX and Compaq Tru64

Rich Portlet Development Environment Oracle Portal includes a declarative environment and extensibility features that makes it easy for developers to expose enterprise data as portlets

OmniPortlet

OmniPortlet is a component of Oracle Portal that helps the page designer to quickly publish data from different data sources (CSV XML Web Services JCA SQL and Web Page) and render them in any layout (tabular chart form list News)

Web Clipping

The Web Clipping Portlet assists with extracting specific portions or clippings (for example data in an HTML table) of Web page content the page developer can browse to the desired Web page deconstruct the page into clippingsrdquo and preview the selected clipping in the portlet itself

Oracle Portal 10g Release 2 Technical Overview Page 13

Portlet Builder

Portlet developers can choose from thirteen data-driven components to create portlets that interact with enterprise data in an Oracle database or other data sources Components include JavaScript-enhanced data entry forms customizable HTML bar charts and column-style reports that produce results in HTML plain text or MS Excel format A wizard-based declarative design environment guides developers through the steps of building the portlet No scripting or in-depth knowledge of SQL syntax is required Experienced users can insert their own SQL statements to drive their portlets with customized logic

You may use the build wizards accessible from the Navigator to create components or they may be developed in-place on a Portal page The build wizard produces a PLSQL stored procedure that is stored in the database When executed the stored procedure dynamically renders the HTML and JavaScript code that displays the component

The Oracle Portal components you can build are

bull Form - Displays a customized form that can be used as an interface for updating tables executing stored procedures and generating other customized forms You can build three types of forms

o A form based on a table or view enables end users to insert update and delete data in a database table or view

o A master-detail form displays a master row and multiple detail rows within a single HTML page The form contains fields for updating values in two database tables or views

o A form based on a procedure enables end users to insert update and delete data in a database stored procedure

bull Report - Displays data you select from the database table or view in a report The report can have tabular form or custom layout

bull Chart - Displays data you select from a database table or view as a bar chart

bull Data Component - Displays data in spreadsheet format

bull Calendar - Displays data you select from a database table or view as a calendar

bull Dynamic Page - Displays dynamically generated HTML content on a Web page

bull Hierarchy - Displays data you select from a database table or view as a graphical hierarchy of items containing up to three levels

bull Menu - Displays an HTML-based menu containing hyperlinked options to other menus Oracle Portal components or URLs

Oracle Portal 10g Release 2 Technical Overview Page 14

bull Frame Driver - Displays a Web page with two frames End user queries in one frame control the contents of the other frame

bull Link - Displays a clickable link that provides a hypertext jump between Oracle Portal components and other components component customization forms or any HTML page

bull List of Values - Enables end users to choose entry field values in a form or component customization form You can use LOVs when creating components to pre-select the possible values in an entry field The end user clicks the mouse to select a value rather than type it You can also build LOVs based on other LOVs

bull URL - Displays the contents of a URL

bull XML - Displays an XML page as well as optionally applying an XSL stylesheet

The component publishing service also includes five shared components that are leveraged to extend the functionality of the thirteen components described above These shared components are JavaScript User Interface Template Color Definition Image Definition and Font Definition

Oracle Portal Developer Kit (PDK)

Using the Oracle PDK developers can build custom portlets that interact with customer-specific content or applications At a high level the Oracle PDK offers several feature sets including the ability to incorporate off-the-shelf Web Services additional J2EE services and any Web-accessible content In addition developers may also implement portlets as extensions of their existing Web development environment using Java technologies (servlets Java Server Pages) CGI technologies (C C++ etc) scripting languages (Perl PHP) Active Server Pages or as stored procedures (PLSQL or Java) The Oracle PDK provides a gentle slope that allows developers to quickly integrate their existing applications and gradually add portal functionality This minimizes the upfront investment required to build portlets and allows developers to better reuse existing components

Portlet providers may enforce security on their portlet by leveraging the single sign-on features within the portlet architecture In addition developers can take advantage of a set of API-level services in their provider and portlet code The services are provided as a convenience to the developer and their use is optional

For more information on the Oracle PDK visit httpportalcenteroraclecom

Customizing Portlets

Per user and per instance-level portlet personalization offer significant productivity gains to both the Portal developer and the Portal user After a developer creates a portlet definition with a default display a page designer can customize that definition to meet the needs of a particular community Individual users within that

Oracle Portal 10g Release 2 Technical Overview Page 15

community can then apply their own customizations to the very same definition Multiple instances of the same portlet can be added to a single page each with its own independent personalization settings Users with appropriate privileges can also publish their portlet customizations for other users to use

Managing portlet components

Portlet components are easily managed through the use of an integrated navigator tool that allows developers to access perform actions on (browsing granting privileges exporting and deleting) and keep track of related components and database objects

Partners and Community Partners

Oracle PartnerNetwork is a community a portal an interaction center and a worldwide business platform for companies who build their business around Oracles products and solutions By joining Oracle PartnerNetwork you have new opportunities to align Oracles technologies with your solutions and customers needs and increase revenue and profit We offer more than just products and solutions We offer our partners confidence in knowing they selected a stable and innovative company that takes partnership excellence seriously Learn how to accelerate success by becoming a member

Once a member of OPN you may register an interest in specific product focus areas to obtain the specific tools you need and to access program benefits Youll also have the opportunity to go to market with Oracle through business development initiatives

The Oracle Application Server Product Focus is open to all partners who share Oracles vision for an integrated enterprise wide application server solution and who want to develop solutions using Oracles framework The Oracle framework is used for developing and managing applications enterprise portals and mobile solutions Industry leaders are joining the Oracle Application Server Product Focus to provide scalable reliable and integrated solutions to their customers

Not a Member Oracle PartnerNetwork members gain access to exclusive benefits tools and resources Learn how to accelerate your success by becoming a member

Already an OPN Member Have your OPN Administrator declare your interest in Oracle Application Server If you are an Oracle partner declare your interest now in the Application Server Product Focus by contacting your companyrsquos OPN Primary Administrator to ensure the Application Server Product Focus is selected in your profile

Oracle Portal 10g Release 2 Technical Overview Page 16

OPN Administrators - Declare your Product Focus If your company would like to participate with Oracle in the Application Server Product Focus please ensure it is selected in your profile

Portal Developer Services

Oracle Portal Developer Services on OTN provides the Portal developer with all of the latest technology and content related to Oracle Portal making it the quickest way for developers to build and test portals and portlets

By subscribing to Oracle Portal Developer Services you can access a number of services and resources available exclusively to the Portal developer community Not only is it possible to access the development team within Oracle but also to tap into the greater community of Portal developers who have developed expertise in working with portlets Subscribers can also publish their own Portal development knowledge and experience

Subscribers to Portal Developer Services can

bull Build portlets using the Oracle Portal Developer Kit (PDK) As a subscriber you can download pre-release versions of the Oracle PDK You also get exclusive access to the latest how-to articles and development tools to help you build your own portlets

bull Register and test portlets on Oracle Portal Verification Service You can host and test your own portlets on the Oracle Portal Verification Service without having to install and manage your own Portal instance

bull Exchange knowledge with fellow community subscribers Take advantage of all that the Oracle Portal community has to offer As a subscriber you can share Portal development knowledge with fellow community subscribers Upon registration subscribers receive a community folder on Portal Center where they can upload portlet code and portal development insights (up to 4 MB)

bull Participate in subscriber surveys Subscribers may participate in quick polls and detailed surveys published specifically to gather feedback on important topics In particular there is an opportunity to rate articles samples and other content based on their effectiveness

bull Receive newsletter updates Subscribers receive an Oracle Portal Developer newsletter that provides information on the latest content and software related to Portal development

Application Integration

Portal Integration Solutions

Portal Integration (POINT) offers portlets that allow Oracle Portal users to integrate various applications to their portal The following portlets are released as

Oracle Portal 10g Release 2 Technical Overview Page 17

production portlets and are supported by Oracle Support for customers who have appropriate support contracts

bull Lotus Notes Portlet

bull Microsoft Exchange 2000 Portlet

Any other portlets including the following are samples released for test evaluation and education purposes They are not supported through formal Oracle Support mechanisms

bull SAP Generic Portlet

bull SAP Specific Portlets for finance human resources sales and inventory

bull IMAP Portlet

bull SMTP Portlet

bull SMS Portlet

bull IBM Tn3270 Portlet

bull Telnet Portlet

bull Unified Messaging System Portlet

bull Discussion Forum Portlet

bull Site Indexing Portlet

All these portlets are available as free download to Developer Services subscribers Oracle Portal Developer Services is a free subscription to access visit httpportalcenteroraclecom

Integrating with the Oracle E-Business Suite

Pre-built portlets that enable direct access to applications data from the portal are available as part of Oracle Applications 11i All of these portlets are integrated to take advantage of single sign-on as a partner application These portlets are role based and ship in three major categories

bull Daily Business Intelligence Portlets Portlets included with the Daily Business Intelligence product family

bull End-User Portlets Portlets that are useful for Oracle E-Business Suite Release 11i end-users Portlets in this category may be added to default Portal pages for Oracle E-Business Suite Release 11i users or made available to users to add to their own custom pages

bull Applications System Administrator Portlets Portlets that are primarily useful for Oracle E-Business Suite Release 11i system administrators and other non-production purposes Portlets in this category are neither generally useful nor appropriate for end users

Oracle Portal 10g Release 2 Technical Overview Page 18

Integrating with Oracle Collaboration Suite

Pre-built portlets that enable direct access to Oracle Collaboration Suite components and data from the portal are available as part of Oracle Collaboration Suite All of these portlets are integrated to take advantage of single sign-on as a partner application

Integrating enterprise applications

Oracle Application Server Integration is a component comprised of Workflow Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and the OracleAS JCA Adapters which provide connectivity to a host of existing applications and services such as SAP PeopleSoft Siebel MQ Series FTP JMS and others Oracle Portal can use Oracle Integration as the interface to 3rd party enterprise applications This greatly simplifies the integration from the portal perspective by giving you a single mechanism to get at the data from any application

Automating business processes

Portal implementations frequently want to integrate their business processes into their enterprise portal Using the capabilities of Oracle Workflow portal implementations can route information of any type according to user-defined business rules to model automate and continuously improve business practices Both traditional applications-based workflows as well as e-business integration workflows are supported

DEPLOYMENT SUPPORT A complete Oracle Portal installation provides a deployment platform that provides the essential underlying services that a portal needs in a pre-integrated framework As a fundamental service of the Oracle Application Server Oracle Portal leverages the key underlying grid computing capabilities it provides

Grid Computing and Oraclersquos Grid Computing Offering Grid computing is a new software architecture designed to effectively pool together large amounts of low cost modular storage and servers to create a virtual computing resource across which work can be transparently distributed to use capacity very efficiently at low cost and with very high availability The resources in a grid can include storage servers databases application servers and applications By pooling resources together Grid Computing can offer dependable consistent pervasive and inexpensive access to these resources regardless of their location and when needed thereby fulfilling the need for computing capacity on-demand

Oracle offers a comprehensive solution to manage information and run Enterprise Applications on Grids using Oracle Database 10g and Oracle Application Server 10G Both Oracle Database 10g and Oracle Application Server 10g can be managed

Oracle Portal 10g Release 2 Technical Overview Page 19

in a Grid Computing environment using Oracle Grid Control Together these products address the challenges faced by IT organizations today

bull Radically Reduce or Eliminate Excess Computing Capacity by automatically load balancing workloads to use spare capacity efficiently eliminating ldquoislands of computationrdquo

bull Modular Inexpensive Capacity Growth by adding capacity on-demand in low cost modular units

bull Radically Lower Cost of Management by centralizing administration of the resources in a Grid and automating provisioning and administration tasks across these resources

Oracle Application Server 10g and Its Benefits Oracle Application Server 10g the next generation of Oraclersquos Integrated Software Infrastructure for Enterprise Applications has been designed to enable Grid Computing It has been designed to effectively pool together large numbers of low cost servers to create a virtual computing resource across which Enterprise Applications can be transparently distributed to use capacity very efficiently at low cost and with very high availability Any existing application that runs on Oracle Application Server can transparently take advantage of Grid Computing without any changes Service-Oriented Applications will find additional benefits when deployed in a Grid Oracle Application Server 10g provides a number of Grid Computing features most importantly

bull Radically Reduce or Eliminate Excess Computing Capacity through Policy-Based Resource Management Metrics-based Workload Management and a variety of advanced back-up disaster recovery and clustered fail-over solutions to provide maximum availability in a Grid

bull Modular Inexpensive Capacity Growth through Automated Installation Configuration and Software Provisioning (including both software cloning and patch management) across hundreds of nodes in a Grid

bull Radically Lower Cost of Management and eliminate human errors in management through Centralized Systems Monitoring Unified Application Server Cluster Management (including Cluster Monitoring Cluster Optimization and Cluster-wide Application Deployment) and centralized Identity Management across a Grid

Out of the box Oracle Portal is integrated with the directory server Web cache J2EE server and other services to provide a complete platform that is critical for a successful portal deployment The following sections describe the architecture and deployment services leveraged by Oracle Portal

Oracle Portal 10g Release 2 Technical Overview Page 20

Performance and Architecture Oracle Portal is an integral component of the Oracle Application Server The Oracle Application Server has a flexible deployment model that supports a variety of configurations on a broad set of hardware and operating systems for highly scalable performance

Figure 3 MyOracleCom architecture

Assembling pages and portlets

The portal architecture includes a highly tuned multi-threaded servlet engine to retrieve portlet content manage caching assemble Portal pages and deliver completed pages all in parallel Because the engine is deployed on OracleAS Containers for J2EE (OC4J) Oracles highly scalable award winning J2EE framework performance is truly maximized The architecture minimizes hardware costs by enabling the use of commodity hardware deployed within a server farm

Pre-built portlets

Oracle Portal itself is fully portlet enabled All major administration development and end user functions within the portal are accessed via a portlet (see Figure 3) Oracle Portal ships with a set of pre-built portlets installed and configured for portal development portal administration and general use by portal users

bull Portlet DevelopmentmdashAccess developer information from httpportalcenteroraclecom create and manage Portal page groups and

Oracle Portal 10g Release 2 Technical Overview Page 21

providers find a portal object display objects most recently creatededited and create a portlet from HTML source

bull Portal AdministrationmdashCreate and manage users and user accounts and profiles create and manage user groups administer global settings and defaults registermanage local portlet providers set Portal language enable portlet login navigate among Portal objects search for users and add and manage local and remote Portal nodes

bull Database AdministrationmdashCreate and manage database schemas create and manage database roles import database objects that have been exported and access reports about the Portal database

bull End UsermdashStore and retrieve frequently accessed URLs search for content within a page group store and retrieve searches access external applications and loginlogout

Figure 3 Oracle Portal is pre-configured with pages and portlets for portal development and administration

Caching page and page content

A fully integrated intelligent cache enables the highest level of performance by minimizing unnecessary re-generation of Portal pages and portlet content Oracle Portal takes full advantage of Oracle Application Server Web Cache Oracles patented in-memory caching technology OracleAS Web Cache combines caching compression and assembly technologies to accelerate the delivery of both static and dynamically generated portal content It also provides back-end Web server

Oracle Portal 10g Release 2 Technical Overview Page 22

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 5: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

For example you can build a Helpdesk Trouble Ticket portlet that requests a ticket number from the user Upon entry the portlet passes the ticket number to a different page depending on the initial pagersquos intended purpose So upon entry of the ticket number in page one the Show Ticket Details page might be displayed Or upon entry of the ticket number on page two the Trouble Ticket Escalation page could be displayed

SELF-SERVICE CONTENT PUBLISHING MANAGEMENT AND ACCESS Browser-based wizards and integrated editing dialog boxes make it easy for page designers to publish and manage the content that appears on their pages Business users can also use this publishing environment to easily define collaborative work areas and to publish their business documents

Publishing content A simple wizard guides a publisher through the steps of defining content adding attributes and publishing to a page No knowledge of HTML is required Virtually any type of content can be published including files simple text hypertext links and server-side scripting Page and page region properties set by the page designer automatically format and display the content on the page with the proper color font location alignment and so on The pages themselves are organized within a page group which can be used to create ad hoc or carefully controlled content taxonomies

Content Item Types Content Items are one of the basic components of a Portal page Items in Oracle Portal are based on item types Item types define the contents of an item and the information that is stored about an item Users with the appropriate privileges can create an item type The information stored about an item is determined by the attributes of the item type

The following lists sample item types that may appear in Oracle Portal Users may or may not see any of the item types listed below The page group administrator controls the item types that display to a user for a particular page group

The default content item types include

bull File Uploads a file and stores it in the page group

bull URL Adds a link to another Web page Web site or document URL either internal or external to the page group

bull Text Adds text (up to 32KB) to display in the page

bull Image Uploads an image item

bull PLSQL PLSQL code that executes a PLSQL procedure and displays the results

bull Page Link Adds a link to display another page in the page group

Oracle Portal 10g Release 2 Technical Overview Page 5

bull Image Map Uploads an image map item An image map is an image with separate areas that users can click to go to different URLs

bull Zip File Lets users upload a set of files to the page group in a single operation For example users can replicate a Web site or file system so that it is contained in a page group

Extending Content Attributes amp behavior To extend the default item and page types page group administrators and Portal administrators can create new attributes for use within these custom types Attributes are custom fields that capture additional data about an item or page One or many custom item or page types may use them Custom attributes may be unique to a particular page group or applied across multiple page groups For example a search on a ldquodue daterdquo custom attribute will examine all items that have a due date attribute

Oracle Portal provides eight datatypes for the creation of custom attributes These datatypes include

bull Boolean (value of TRUE or FALSE)

bull Date

bull File

bull Number

bull Text

bull PLSQL

bull URL

bull Application component

Custom attributes support multiple translations (attribute is permitted to have a different value for each translation) and can be displayed in several formats including single-line multi-line and as a list of values

Content Management APIrsquos Application Programming Interfaces (APIs) for performing many common content management operations (add or modify items pages categories perspectives etc) are supported These APIs are backwards compatible with the Oracle9iAS Portal Release 1 (309) APIs and include new functions and parameters to support OracleAS Portal 10g (904) functionality

Classifying and managing content Portal administrators set the policies for content types their attributes and how both are managed for the pages within a page group These policies provide precise control over content item attribution attribution values and how attributes are

Oracle Portal 10g Release 2 Technical Overview Page 6

presented in the Add Item wizard and Edit Item dialog box Pre-defined item categories and perspectives provide a powerful classification mechanism to group similar or related items Additional features such as item version control check-in and check-out automated publish and expiration dates and automatic indexing support collaborative document creation ease content management tasks and make it easy to find published items

Navigating and accessing content Built-in capabilities assist page designers in creating Portal navigation and in managing access to Portal content Flexible navigation pages and smart links make it easy to build standard user interface features such as navigation bars and banners The advanced searching capabilities of Oracle Text are directly integrated thus allowing documents to be grouped by theme as well as being summarized External data sources such as remote Oracle databases IMAP mail servers Web sites and file systems are accessible via integration with Oracle Ultra Search Options for specifying search submission and results allow an administrator to pre-define searching parameters set specific behavior and customize how results are displayed

Routing content for review and approval In cases where content must be reviewed or approved before it is published on the page the page designer can easily set up a review and approval process Simple or multi-step processes can be defined with single or multiple reviewers at each step Notifications are sent to each approver in the approval chain indicating that action is required while the Status portlet tracks the items progression from the submitters point of view

Subscribing to content and pages Any user with View privileges on a page can subscribe to a page or an item on a page The Notifications portlet tells the subscriber when the page or item has been changed or deleted

Integrating with the desktop File type item content can also be published to the OracleAS Metadata Repository via the Web-based Distributed Authoring and Versioning (WebDAV) protocol Using a WebDAV client such as Windows Explorer a Portal page group can be mapped as a Web Folder Users can then simply drag and drop content files and folders between Portal pages and the desktop File-type items can also be opened edited and saved directly from WebDAV desktop applications like MS Office 2000

Oracle Portal 10g Release 2 Technical Overview Page 7

Collaboration The Survey Wizard can be used to create and administer surveys polls and tests The Survey Wizard is comprised of four components the Survey Builder the Survey Form the Survey Report and the Survey Chart (Comment Is this correct)

The Survey Builder is used to

bull Create edit delete and purge surveys polls and tests

bull Create copy and edit questions

bull Create welcome message and closing comments

bull Formulate answer choices as pull-downs radio buttons check boxes or text fields

bull Add pre-built triggers directing users to different sections according to their response to a given question

bull Indicate whether to score tests

bull Add an image to questions

The Survey Form is used to

bull Place instances of the survey test or poll on pages

bull Show one or all questions at a time

bull Choose to hide the portlet after the survey has been taken or display the results in a report or chart

The Survey Report is used to view cumulative result details

The Survey Chart is used to view cumulative result details as a bar chart

PORTAL DEVELOPMENT TOOLS AND SERVICES A successful Portal will match ease of development with adherence to open standards as well as providing integration with 3rd party applications and utilizing partner technologies and services Oracle Portal was built from the ground up to support integration of remotely hosted applications by building into the architecture Open Internet standards such as HTTP XML and SOAP Additionally you can incorporate Web Services and J2EE-based components like JavaServer Pages (JSPs) Java Servlets and Enterprise JavaBeans (EJBs) into the Portal as portlets without writing additional code

Oracle Portal has leveraged this open architecture to integrate proprietary technologies such as Microsoft Exchange and Lotus Notes as well as 3270 and clientserver applications You can also easily include existing secured and public URL-accessible content

If you need higher-level data access to third party applications such as SAP PeopleSoft or Siebel you can use Oracle Integration which includes EAI

Oracle Portal 10g Release 2 Technical Overview Page 8

(Enterprise Application Integration) BPM B2B BAM and more Oracle Application Server Integration also provide a BPEL Process Manager that interoperates seamlessly with all of the integration tools such as Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and OracleAS JCA Adapters to expose and transform data into a portlet-ready format Successful also means fostering a growing community of developers and partners who contribute to the success of Oracle Portal

Standards and Platforms Oracle Portal fully embraces Internet Standards such as J2EE Web Services JavaScript XML and other languages It also incorporates capabilities that support a standards-based IT infrastructure including support for the WebDAV HTTP and Wireless protocols

Portlets and Providers

All major portal vendors today display snippets of information in discrete amounts on their pages The standard term for referring to these areas of data on the Portal page is ldquoportletrdquo and in this matter Oracle Portal has always been one of the leaders

Portlet Providers

Applications or information sources represented as portlets communicate with the portal through an entity called a provider Each portlet must have one and only one provider A provider may have one or more portlets that expose an underlying application or information source Once a provider is registered with a Portal instance its portlets are available for placement on a Portal page on that Portal instance

A Portal page may be constructed of portlets from providers defined within the pagersquos portal instance as well as providers located on one or more remote Web servers

Providers may be used to arrange portlets into meaningful groups For example portlets that access marketing collateral may be grouped under a marketing provider Similarly components created to access financial data from an accounts payable application may be grouped under an accounts payable provider

Provider groups may be used to group providers and ease multiple provider registration You typically use provider groups to organize providers into logical groups regardless of their physical location This also simplifies the provider registration process by allowing you to publish provider groups to portals and register providers in a provider group using a single click Like a provider you access it from a URL

Providers may be developed in a number of ways using various different technologies from programmatic to declarative depending upon the

Oracle Portal 10g Release 2 Technical Overview Page 9

implementation of the source application that the portlet is exposing Providers may be installed and hosted on either local or remote Web servers If you are using a remote Web server it does not have to be the Oracle Application Server it can be any certified application server such as WebSphere Weblogic or Tomcat

Portlets exposed via a Web provider may be coded in any language (Java C C++ etc) or exposed in a declarative manner by merely referencing and optionally applying an XSL transformation to an available URL (or in the case of Web Services a WSDL document) In addition these portlets may access any database via JDBC (or native drivers for Oracle Database 10g) The PDK-Java may even be used to take a legacy information source and expose it as HTML or even MobileXML for wireless devices Long-term Oracle customers may also easily leverage existing Oracle PLSQL skills to create PLSQL providers for both local and remote Oracle databases However PLSQL providers may only be exposed via the Oracle Application Server

Communication between the Portal Engine and the provider is via SOAP over HTTP which allows for firewalls to be used to separate remote providers from the Portal middle tier In the case of a PLSQL provider a PLSQL Adapter receives the SOAP call and then calls the relevant PLSQL API

Portlets

Portlets summarize promote or provide basic access to an information resource The information resources themselves can take on many forms and be used for many purposes A growing library of portlets gives portal developers a variety of development options and the ability to select the most appropriate approach This library consists of pre-built and integrated portlets that are bundled with Oracle Portal portlets made available by Oracle partners and portlets created to access customer-specific information

JSR-168 and WSRP

The Organization for the Advancement of Structured Information Standards (OASIS) Web Services for Remote Portlets (WSRP) and the Java Community Process (JCP) Java Specification Request (JSR) 168 standards both enable the interoperability of portlets across different portal platforms Oracle Portalrsquos current architecture already adheres to the design principles of OASIS WSRP and JSR168 as a result Oracle has been able to contribute significantly to the WSRP specification Oracle is also a member of the expert group for JSR168 and one of the primary advocates in the JSR168 process for ensuring compatibility with WSRP Oraclersquos leadership and support for these standards will allow customers and partners to integrate standards-based portals and portlets into Oracle Portal with minimal development effort

Oracle Portal 10g Release 2 Technical Overview Page 10

Portal Verification Service

Oracle is offering a hosted Portal verification service This service allows vendors building WSRP producers to test that their implementations run in Oracles environment It provides an environment for registering your WSRP producer and adding its portlets to a Portal page The service also contains an Oracle WSRP producer containing sample portlets implemented using Oracles standards based Portal Developer Kit This PDK allows you to build and deploy JSR 168 portlets in a remote environment based on WSRP

This service is available at httpportalstandardsoraclecom

Deploying J2EE applications

The Oracle Application Server provides the most complete J2EE implementation in the application server market Any J2EE feature can be used to declaratively construct portlets including JSPrsquos servlets EJB JCA Java Struts JAAS and others

Accessing amp Deploying JSP Pages

Organizations that have existing Web interfaces built with HTML or Java Server Pages (JSP) or who prefer to develop and maintain their code using industry standard Java can access portlets and even build entire Portal pages using the JSP model Portal developers using JSPrsquos can make full use of the portal infrastructure for functionality such as Single Sign-On and object access privileges

There are two ways to use a JSP to include portlet instances one is as a JSP held external to the Oracle Application Server Metadata Repository and the other is as a JSP managed inside the OracleAS Metadata Repository In either case the JSP may have either been built entirely external to Oracle Portal or may have been exported from an existing Portal page definition and subsequently edited

For those developers who want to use their own Java editors to build their Portal Pages Oracle Portal provides a tag library of hooks needed to access portlets in the portal and to use the portal infrastructure such as object privileges As a developer you therefore have complete control over the layout and behavior of the Portal page

Developers may also generate a JSP file from an existing Portal page that they can edit using their own Java editors The first step is to copy a Portal page to a JSP which causes a JSP generator to traverse through the page for the user interface and metadata elements and generate a file with the appropriate JSP tags The metadata elements of the page are represented in an XML structure and include the details of externally published portlets page parameters portlet parameters events and so forth The user interface elements of the page are represented via a URL referring to the CSS used in the portlets

To enable this functionality you do the following

bull Enable JSP access to a page group

Oracle Portal 10g Release 2 Technical Overview Page 11

bull Create externally published portlets that are instances of portlets that will be part of the JSP

bull In the JSP include tags from the tag library that reference the page group and externally published portlets

The following JSP example runs a portlet and passes a parameter

lt page contentType=texthtml charset=UTF-8 gt lt taglib prefix=portal uri=WEBINFlibwwjpstagjargt

ltportalusePortal pagegroup=MyPageGroupgt ltportalshowPortlet name=StockQuotegt ltportalparameter name=ticker value=ORCLgt ltportalshowPortletgt

Notice that the usePortal tag names a page group but not a portal In this case a default portal parameter is being read from the wwjpsxml configuration file You must configure this file to run external JSPs that access portal content

You may also load the JSP file created using the above methods into Oracle Portal and create an internally managed Portal page based on the JSP To do this you specify either the JSP or JAR or WAR file and indicate the initial JSP (a WAR file may contain multiple JSPs) Once the file is created you can set security enable caching and add parameters

Exchanging and accessing data

Open Internet standards such as HTTP XML and SOAP are built into Oracle Portals architecture and utilized for exchanging data among Portal instances and remote applications Standards-based applications and services (including Web Services) are easily incorporated into the Portal environment using the framework in the Oracle Portal Developer Kit (PDK)

Servicing HTTP requests

At the heart of the Oracle HTTP server component is the Apache Web server the worlds most popular Internet Web server

Servicing Wireless Requests - Get Information from Anywhere

Desktop or Mobile Browser

Besides standard Web browsers you can access Oracle Portal pages from wireless clients Working in conjunction with Oracle Application Server Wireless the Portal automatically transforms the Portal page structure to a form appropriate for the smaller screen devices common for wireless clients Portlets on this page are limited to those that are additionally capable of generating Oracles MobileXML

Oracle Portal 10g Release 2 Technical Overview Page 12

content type MobileXML is a markup language that hides the differences in markup syntax used by differing wireless clients

Wireless Enable any Technology

Oracle Portalrsquos built-in database provider components generate MobileXML in response to mobile requests Additionally the Oracle PDK allows coded portlets to detect and respond to mobile requests To enable this you do not have to change your existing code in any way you merely need to add an extra module to your portlet that contains the appropriate rendering logic for the intended device This allows any technology (Web Services J2EE NET etc) to be deployed on a wireless device as a portlet

Full Development Control

For fine-grained control of the page structure displayed on mobile clients Oracle Portal provides a complimentary set of page design tools oriented towards the wireless (small device) experience Thus you can build a distinct portal structure for wireless users Portlet instances can be shared between a mobile portal and its standard desktop counterpart allowing you to present a common set of portlets whose customizations are identical This provides a more natural feel as a user who customizes a portlet in their standard portal will see the effect in the portlet in the mobile portal

Deploying on a variety of platforms

The Oracle Application Server is available on Windows NT2000XP and all of the most popular UNIX platforms including Solaris Linux HP-UX AIX and Compaq Tru64

Rich Portlet Development Environment Oracle Portal includes a declarative environment and extensibility features that makes it easy for developers to expose enterprise data as portlets

OmniPortlet

OmniPortlet is a component of Oracle Portal that helps the page designer to quickly publish data from different data sources (CSV XML Web Services JCA SQL and Web Page) and render them in any layout (tabular chart form list News)

Web Clipping

The Web Clipping Portlet assists with extracting specific portions or clippings (for example data in an HTML table) of Web page content the page developer can browse to the desired Web page deconstruct the page into clippingsrdquo and preview the selected clipping in the portlet itself

Oracle Portal 10g Release 2 Technical Overview Page 13

Portlet Builder

Portlet developers can choose from thirteen data-driven components to create portlets that interact with enterprise data in an Oracle database or other data sources Components include JavaScript-enhanced data entry forms customizable HTML bar charts and column-style reports that produce results in HTML plain text or MS Excel format A wizard-based declarative design environment guides developers through the steps of building the portlet No scripting or in-depth knowledge of SQL syntax is required Experienced users can insert their own SQL statements to drive their portlets with customized logic

You may use the build wizards accessible from the Navigator to create components or they may be developed in-place on a Portal page The build wizard produces a PLSQL stored procedure that is stored in the database When executed the stored procedure dynamically renders the HTML and JavaScript code that displays the component

The Oracle Portal components you can build are

bull Form - Displays a customized form that can be used as an interface for updating tables executing stored procedures and generating other customized forms You can build three types of forms

o A form based on a table or view enables end users to insert update and delete data in a database table or view

o A master-detail form displays a master row and multiple detail rows within a single HTML page The form contains fields for updating values in two database tables or views

o A form based on a procedure enables end users to insert update and delete data in a database stored procedure

bull Report - Displays data you select from the database table or view in a report The report can have tabular form or custom layout

bull Chart - Displays data you select from a database table or view as a bar chart

bull Data Component - Displays data in spreadsheet format

bull Calendar - Displays data you select from a database table or view as a calendar

bull Dynamic Page - Displays dynamically generated HTML content on a Web page

bull Hierarchy - Displays data you select from a database table or view as a graphical hierarchy of items containing up to three levels

bull Menu - Displays an HTML-based menu containing hyperlinked options to other menus Oracle Portal components or URLs

Oracle Portal 10g Release 2 Technical Overview Page 14

bull Frame Driver - Displays a Web page with two frames End user queries in one frame control the contents of the other frame

bull Link - Displays a clickable link that provides a hypertext jump between Oracle Portal components and other components component customization forms or any HTML page

bull List of Values - Enables end users to choose entry field values in a form or component customization form You can use LOVs when creating components to pre-select the possible values in an entry field The end user clicks the mouse to select a value rather than type it You can also build LOVs based on other LOVs

bull URL - Displays the contents of a URL

bull XML - Displays an XML page as well as optionally applying an XSL stylesheet

The component publishing service also includes five shared components that are leveraged to extend the functionality of the thirteen components described above These shared components are JavaScript User Interface Template Color Definition Image Definition and Font Definition

Oracle Portal Developer Kit (PDK)

Using the Oracle PDK developers can build custom portlets that interact with customer-specific content or applications At a high level the Oracle PDK offers several feature sets including the ability to incorporate off-the-shelf Web Services additional J2EE services and any Web-accessible content In addition developers may also implement portlets as extensions of their existing Web development environment using Java technologies (servlets Java Server Pages) CGI technologies (C C++ etc) scripting languages (Perl PHP) Active Server Pages or as stored procedures (PLSQL or Java) The Oracle PDK provides a gentle slope that allows developers to quickly integrate their existing applications and gradually add portal functionality This minimizes the upfront investment required to build portlets and allows developers to better reuse existing components

Portlet providers may enforce security on their portlet by leveraging the single sign-on features within the portlet architecture In addition developers can take advantage of a set of API-level services in their provider and portlet code The services are provided as a convenience to the developer and their use is optional

For more information on the Oracle PDK visit httpportalcenteroraclecom

Customizing Portlets

Per user and per instance-level portlet personalization offer significant productivity gains to both the Portal developer and the Portal user After a developer creates a portlet definition with a default display a page designer can customize that definition to meet the needs of a particular community Individual users within that

Oracle Portal 10g Release 2 Technical Overview Page 15

community can then apply their own customizations to the very same definition Multiple instances of the same portlet can be added to a single page each with its own independent personalization settings Users with appropriate privileges can also publish their portlet customizations for other users to use

Managing portlet components

Portlet components are easily managed through the use of an integrated navigator tool that allows developers to access perform actions on (browsing granting privileges exporting and deleting) and keep track of related components and database objects

Partners and Community Partners

Oracle PartnerNetwork is a community a portal an interaction center and a worldwide business platform for companies who build their business around Oracles products and solutions By joining Oracle PartnerNetwork you have new opportunities to align Oracles technologies with your solutions and customers needs and increase revenue and profit We offer more than just products and solutions We offer our partners confidence in knowing they selected a stable and innovative company that takes partnership excellence seriously Learn how to accelerate success by becoming a member

Once a member of OPN you may register an interest in specific product focus areas to obtain the specific tools you need and to access program benefits Youll also have the opportunity to go to market with Oracle through business development initiatives

The Oracle Application Server Product Focus is open to all partners who share Oracles vision for an integrated enterprise wide application server solution and who want to develop solutions using Oracles framework The Oracle framework is used for developing and managing applications enterprise portals and mobile solutions Industry leaders are joining the Oracle Application Server Product Focus to provide scalable reliable and integrated solutions to their customers

Not a Member Oracle PartnerNetwork members gain access to exclusive benefits tools and resources Learn how to accelerate your success by becoming a member

Already an OPN Member Have your OPN Administrator declare your interest in Oracle Application Server If you are an Oracle partner declare your interest now in the Application Server Product Focus by contacting your companyrsquos OPN Primary Administrator to ensure the Application Server Product Focus is selected in your profile

Oracle Portal 10g Release 2 Technical Overview Page 16

OPN Administrators - Declare your Product Focus If your company would like to participate with Oracle in the Application Server Product Focus please ensure it is selected in your profile

Portal Developer Services

Oracle Portal Developer Services on OTN provides the Portal developer with all of the latest technology and content related to Oracle Portal making it the quickest way for developers to build and test portals and portlets

By subscribing to Oracle Portal Developer Services you can access a number of services and resources available exclusively to the Portal developer community Not only is it possible to access the development team within Oracle but also to tap into the greater community of Portal developers who have developed expertise in working with portlets Subscribers can also publish their own Portal development knowledge and experience

Subscribers to Portal Developer Services can

bull Build portlets using the Oracle Portal Developer Kit (PDK) As a subscriber you can download pre-release versions of the Oracle PDK You also get exclusive access to the latest how-to articles and development tools to help you build your own portlets

bull Register and test portlets on Oracle Portal Verification Service You can host and test your own portlets on the Oracle Portal Verification Service without having to install and manage your own Portal instance

bull Exchange knowledge with fellow community subscribers Take advantage of all that the Oracle Portal community has to offer As a subscriber you can share Portal development knowledge with fellow community subscribers Upon registration subscribers receive a community folder on Portal Center where they can upload portlet code and portal development insights (up to 4 MB)

bull Participate in subscriber surveys Subscribers may participate in quick polls and detailed surveys published specifically to gather feedback on important topics In particular there is an opportunity to rate articles samples and other content based on their effectiveness

bull Receive newsletter updates Subscribers receive an Oracle Portal Developer newsletter that provides information on the latest content and software related to Portal development

Application Integration

Portal Integration Solutions

Portal Integration (POINT) offers portlets that allow Oracle Portal users to integrate various applications to their portal The following portlets are released as

Oracle Portal 10g Release 2 Technical Overview Page 17

production portlets and are supported by Oracle Support for customers who have appropriate support contracts

bull Lotus Notes Portlet

bull Microsoft Exchange 2000 Portlet

Any other portlets including the following are samples released for test evaluation and education purposes They are not supported through formal Oracle Support mechanisms

bull SAP Generic Portlet

bull SAP Specific Portlets for finance human resources sales and inventory

bull IMAP Portlet

bull SMTP Portlet

bull SMS Portlet

bull IBM Tn3270 Portlet

bull Telnet Portlet

bull Unified Messaging System Portlet

bull Discussion Forum Portlet

bull Site Indexing Portlet

All these portlets are available as free download to Developer Services subscribers Oracle Portal Developer Services is a free subscription to access visit httpportalcenteroraclecom

Integrating with the Oracle E-Business Suite

Pre-built portlets that enable direct access to applications data from the portal are available as part of Oracle Applications 11i All of these portlets are integrated to take advantage of single sign-on as a partner application These portlets are role based and ship in three major categories

bull Daily Business Intelligence Portlets Portlets included with the Daily Business Intelligence product family

bull End-User Portlets Portlets that are useful for Oracle E-Business Suite Release 11i end-users Portlets in this category may be added to default Portal pages for Oracle E-Business Suite Release 11i users or made available to users to add to their own custom pages

bull Applications System Administrator Portlets Portlets that are primarily useful for Oracle E-Business Suite Release 11i system administrators and other non-production purposes Portlets in this category are neither generally useful nor appropriate for end users

Oracle Portal 10g Release 2 Technical Overview Page 18

Integrating with Oracle Collaboration Suite

Pre-built portlets that enable direct access to Oracle Collaboration Suite components and data from the portal are available as part of Oracle Collaboration Suite All of these portlets are integrated to take advantage of single sign-on as a partner application

Integrating enterprise applications

Oracle Application Server Integration is a component comprised of Workflow Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and the OracleAS JCA Adapters which provide connectivity to a host of existing applications and services such as SAP PeopleSoft Siebel MQ Series FTP JMS and others Oracle Portal can use Oracle Integration as the interface to 3rd party enterprise applications This greatly simplifies the integration from the portal perspective by giving you a single mechanism to get at the data from any application

Automating business processes

Portal implementations frequently want to integrate their business processes into their enterprise portal Using the capabilities of Oracle Workflow portal implementations can route information of any type according to user-defined business rules to model automate and continuously improve business practices Both traditional applications-based workflows as well as e-business integration workflows are supported

DEPLOYMENT SUPPORT A complete Oracle Portal installation provides a deployment platform that provides the essential underlying services that a portal needs in a pre-integrated framework As a fundamental service of the Oracle Application Server Oracle Portal leverages the key underlying grid computing capabilities it provides

Grid Computing and Oraclersquos Grid Computing Offering Grid computing is a new software architecture designed to effectively pool together large amounts of low cost modular storage and servers to create a virtual computing resource across which work can be transparently distributed to use capacity very efficiently at low cost and with very high availability The resources in a grid can include storage servers databases application servers and applications By pooling resources together Grid Computing can offer dependable consistent pervasive and inexpensive access to these resources regardless of their location and when needed thereby fulfilling the need for computing capacity on-demand

Oracle offers a comprehensive solution to manage information and run Enterprise Applications on Grids using Oracle Database 10g and Oracle Application Server 10G Both Oracle Database 10g and Oracle Application Server 10g can be managed

Oracle Portal 10g Release 2 Technical Overview Page 19

in a Grid Computing environment using Oracle Grid Control Together these products address the challenges faced by IT organizations today

bull Radically Reduce or Eliminate Excess Computing Capacity by automatically load balancing workloads to use spare capacity efficiently eliminating ldquoislands of computationrdquo

bull Modular Inexpensive Capacity Growth by adding capacity on-demand in low cost modular units

bull Radically Lower Cost of Management by centralizing administration of the resources in a Grid and automating provisioning and administration tasks across these resources

Oracle Application Server 10g and Its Benefits Oracle Application Server 10g the next generation of Oraclersquos Integrated Software Infrastructure for Enterprise Applications has been designed to enable Grid Computing It has been designed to effectively pool together large numbers of low cost servers to create a virtual computing resource across which Enterprise Applications can be transparently distributed to use capacity very efficiently at low cost and with very high availability Any existing application that runs on Oracle Application Server can transparently take advantage of Grid Computing without any changes Service-Oriented Applications will find additional benefits when deployed in a Grid Oracle Application Server 10g provides a number of Grid Computing features most importantly

bull Radically Reduce or Eliminate Excess Computing Capacity through Policy-Based Resource Management Metrics-based Workload Management and a variety of advanced back-up disaster recovery and clustered fail-over solutions to provide maximum availability in a Grid

bull Modular Inexpensive Capacity Growth through Automated Installation Configuration and Software Provisioning (including both software cloning and patch management) across hundreds of nodes in a Grid

bull Radically Lower Cost of Management and eliminate human errors in management through Centralized Systems Monitoring Unified Application Server Cluster Management (including Cluster Monitoring Cluster Optimization and Cluster-wide Application Deployment) and centralized Identity Management across a Grid

Out of the box Oracle Portal is integrated with the directory server Web cache J2EE server and other services to provide a complete platform that is critical for a successful portal deployment The following sections describe the architecture and deployment services leveraged by Oracle Portal

Oracle Portal 10g Release 2 Technical Overview Page 20

Performance and Architecture Oracle Portal is an integral component of the Oracle Application Server The Oracle Application Server has a flexible deployment model that supports a variety of configurations on a broad set of hardware and operating systems for highly scalable performance

Figure 3 MyOracleCom architecture

Assembling pages and portlets

The portal architecture includes a highly tuned multi-threaded servlet engine to retrieve portlet content manage caching assemble Portal pages and deliver completed pages all in parallel Because the engine is deployed on OracleAS Containers for J2EE (OC4J) Oracles highly scalable award winning J2EE framework performance is truly maximized The architecture minimizes hardware costs by enabling the use of commodity hardware deployed within a server farm

Pre-built portlets

Oracle Portal itself is fully portlet enabled All major administration development and end user functions within the portal are accessed via a portlet (see Figure 3) Oracle Portal ships with a set of pre-built portlets installed and configured for portal development portal administration and general use by portal users

bull Portlet DevelopmentmdashAccess developer information from httpportalcenteroraclecom create and manage Portal page groups and

Oracle Portal 10g Release 2 Technical Overview Page 21

providers find a portal object display objects most recently creatededited and create a portlet from HTML source

bull Portal AdministrationmdashCreate and manage users and user accounts and profiles create and manage user groups administer global settings and defaults registermanage local portlet providers set Portal language enable portlet login navigate among Portal objects search for users and add and manage local and remote Portal nodes

bull Database AdministrationmdashCreate and manage database schemas create and manage database roles import database objects that have been exported and access reports about the Portal database

bull End UsermdashStore and retrieve frequently accessed URLs search for content within a page group store and retrieve searches access external applications and loginlogout

Figure 3 Oracle Portal is pre-configured with pages and portlets for portal development and administration

Caching page and page content

A fully integrated intelligent cache enables the highest level of performance by minimizing unnecessary re-generation of Portal pages and portlet content Oracle Portal takes full advantage of Oracle Application Server Web Cache Oracles patented in-memory caching technology OracleAS Web Cache combines caching compression and assembly technologies to accelerate the delivery of both static and dynamically generated portal content It also provides back-end Web server

Oracle Portal 10g Release 2 Technical Overview Page 22

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 6: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

bull Image Map Uploads an image map item An image map is an image with separate areas that users can click to go to different URLs

bull Zip File Lets users upload a set of files to the page group in a single operation For example users can replicate a Web site or file system so that it is contained in a page group

Extending Content Attributes amp behavior To extend the default item and page types page group administrators and Portal administrators can create new attributes for use within these custom types Attributes are custom fields that capture additional data about an item or page One or many custom item or page types may use them Custom attributes may be unique to a particular page group or applied across multiple page groups For example a search on a ldquodue daterdquo custom attribute will examine all items that have a due date attribute

Oracle Portal provides eight datatypes for the creation of custom attributes These datatypes include

bull Boolean (value of TRUE or FALSE)

bull Date

bull File

bull Number

bull Text

bull PLSQL

bull URL

bull Application component

Custom attributes support multiple translations (attribute is permitted to have a different value for each translation) and can be displayed in several formats including single-line multi-line and as a list of values

Content Management APIrsquos Application Programming Interfaces (APIs) for performing many common content management operations (add or modify items pages categories perspectives etc) are supported These APIs are backwards compatible with the Oracle9iAS Portal Release 1 (309) APIs and include new functions and parameters to support OracleAS Portal 10g (904) functionality

Classifying and managing content Portal administrators set the policies for content types their attributes and how both are managed for the pages within a page group These policies provide precise control over content item attribution attribution values and how attributes are

Oracle Portal 10g Release 2 Technical Overview Page 6

presented in the Add Item wizard and Edit Item dialog box Pre-defined item categories and perspectives provide a powerful classification mechanism to group similar or related items Additional features such as item version control check-in and check-out automated publish and expiration dates and automatic indexing support collaborative document creation ease content management tasks and make it easy to find published items

Navigating and accessing content Built-in capabilities assist page designers in creating Portal navigation and in managing access to Portal content Flexible navigation pages and smart links make it easy to build standard user interface features such as navigation bars and banners The advanced searching capabilities of Oracle Text are directly integrated thus allowing documents to be grouped by theme as well as being summarized External data sources such as remote Oracle databases IMAP mail servers Web sites and file systems are accessible via integration with Oracle Ultra Search Options for specifying search submission and results allow an administrator to pre-define searching parameters set specific behavior and customize how results are displayed

Routing content for review and approval In cases where content must be reviewed or approved before it is published on the page the page designer can easily set up a review and approval process Simple or multi-step processes can be defined with single or multiple reviewers at each step Notifications are sent to each approver in the approval chain indicating that action is required while the Status portlet tracks the items progression from the submitters point of view

Subscribing to content and pages Any user with View privileges on a page can subscribe to a page or an item on a page The Notifications portlet tells the subscriber when the page or item has been changed or deleted

Integrating with the desktop File type item content can also be published to the OracleAS Metadata Repository via the Web-based Distributed Authoring and Versioning (WebDAV) protocol Using a WebDAV client such as Windows Explorer a Portal page group can be mapped as a Web Folder Users can then simply drag and drop content files and folders between Portal pages and the desktop File-type items can also be opened edited and saved directly from WebDAV desktop applications like MS Office 2000

Oracle Portal 10g Release 2 Technical Overview Page 7

Collaboration The Survey Wizard can be used to create and administer surveys polls and tests The Survey Wizard is comprised of four components the Survey Builder the Survey Form the Survey Report and the Survey Chart (Comment Is this correct)

The Survey Builder is used to

bull Create edit delete and purge surveys polls and tests

bull Create copy and edit questions

bull Create welcome message and closing comments

bull Formulate answer choices as pull-downs radio buttons check boxes or text fields

bull Add pre-built triggers directing users to different sections according to their response to a given question

bull Indicate whether to score tests

bull Add an image to questions

The Survey Form is used to

bull Place instances of the survey test or poll on pages

bull Show one or all questions at a time

bull Choose to hide the portlet after the survey has been taken or display the results in a report or chart

The Survey Report is used to view cumulative result details

The Survey Chart is used to view cumulative result details as a bar chart

PORTAL DEVELOPMENT TOOLS AND SERVICES A successful Portal will match ease of development with adherence to open standards as well as providing integration with 3rd party applications and utilizing partner technologies and services Oracle Portal was built from the ground up to support integration of remotely hosted applications by building into the architecture Open Internet standards such as HTTP XML and SOAP Additionally you can incorporate Web Services and J2EE-based components like JavaServer Pages (JSPs) Java Servlets and Enterprise JavaBeans (EJBs) into the Portal as portlets without writing additional code

Oracle Portal has leveraged this open architecture to integrate proprietary technologies such as Microsoft Exchange and Lotus Notes as well as 3270 and clientserver applications You can also easily include existing secured and public URL-accessible content

If you need higher-level data access to third party applications such as SAP PeopleSoft or Siebel you can use Oracle Integration which includes EAI

Oracle Portal 10g Release 2 Technical Overview Page 8

(Enterprise Application Integration) BPM B2B BAM and more Oracle Application Server Integration also provide a BPEL Process Manager that interoperates seamlessly with all of the integration tools such as Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and OracleAS JCA Adapters to expose and transform data into a portlet-ready format Successful also means fostering a growing community of developers and partners who contribute to the success of Oracle Portal

Standards and Platforms Oracle Portal fully embraces Internet Standards such as J2EE Web Services JavaScript XML and other languages It also incorporates capabilities that support a standards-based IT infrastructure including support for the WebDAV HTTP and Wireless protocols

Portlets and Providers

All major portal vendors today display snippets of information in discrete amounts on their pages The standard term for referring to these areas of data on the Portal page is ldquoportletrdquo and in this matter Oracle Portal has always been one of the leaders

Portlet Providers

Applications or information sources represented as portlets communicate with the portal through an entity called a provider Each portlet must have one and only one provider A provider may have one or more portlets that expose an underlying application or information source Once a provider is registered with a Portal instance its portlets are available for placement on a Portal page on that Portal instance

A Portal page may be constructed of portlets from providers defined within the pagersquos portal instance as well as providers located on one or more remote Web servers

Providers may be used to arrange portlets into meaningful groups For example portlets that access marketing collateral may be grouped under a marketing provider Similarly components created to access financial data from an accounts payable application may be grouped under an accounts payable provider

Provider groups may be used to group providers and ease multiple provider registration You typically use provider groups to organize providers into logical groups regardless of their physical location This also simplifies the provider registration process by allowing you to publish provider groups to portals and register providers in a provider group using a single click Like a provider you access it from a URL

Providers may be developed in a number of ways using various different technologies from programmatic to declarative depending upon the

Oracle Portal 10g Release 2 Technical Overview Page 9

implementation of the source application that the portlet is exposing Providers may be installed and hosted on either local or remote Web servers If you are using a remote Web server it does not have to be the Oracle Application Server it can be any certified application server such as WebSphere Weblogic or Tomcat

Portlets exposed via a Web provider may be coded in any language (Java C C++ etc) or exposed in a declarative manner by merely referencing and optionally applying an XSL transformation to an available URL (or in the case of Web Services a WSDL document) In addition these portlets may access any database via JDBC (or native drivers for Oracle Database 10g) The PDK-Java may even be used to take a legacy information source and expose it as HTML or even MobileXML for wireless devices Long-term Oracle customers may also easily leverage existing Oracle PLSQL skills to create PLSQL providers for both local and remote Oracle databases However PLSQL providers may only be exposed via the Oracle Application Server

Communication between the Portal Engine and the provider is via SOAP over HTTP which allows for firewalls to be used to separate remote providers from the Portal middle tier In the case of a PLSQL provider a PLSQL Adapter receives the SOAP call and then calls the relevant PLSQL API

Portlets

Portlets summarize promote or provide basic access to an information resource The information resources themselves can take on many forms and be used for many purposes A growing library of portlets gives portal developers a variety of development options and the ability to select the most appropriate approach This library consists of pre-built and integrated portlets that are bundled with Oracle Portal portlets made available by Oracle partners and portlets created to access customer-specific information

JSR-168 and WSRP

The Organization for the Advancement of Structured Information Standards (OASIS) Web Services for Remote Portlets (WSRP) and the Java Community Process (JCP) Java Specification Request (JSR) 168 standards both enable the interoperability of portlets across different portal platforms Oracle Portalrsquos current architecture already adheres to the design principles of OASIS WSRP and JSR168 as a result Oracle has been able to contribute significantly to the WSRP specification Oracle is also a member of the expert group for JSR168 and one of the primary advocates in the JSR168 process for ensuring compatibility with WSRP Oraclersquos leadership and support for these standards will allow customers and partners to integrate standards-based portals and portlets into Oracle Portal with minimal development effort

Oracle Portal 10g Release 2 Technical Overview Page 10

Portal Verification Service

Oracle is offering a hosted Portal verification service This service allows vendors building WSRP producers to test that their implementations run in Oracles environment It provides an environment for registering your WSRP producer and adding its portlets to a Portal page The service also contains an Oracle WSRP producer containing sample portlets implemented using Oracles standards based Portal Developer Kit This PDK allows you to build and deploy JSR 168 portlets in a remote environment based on WSRP

This service is available at httpportalstandardsoraclecom

Deploying J2EE applications

The Oracle Application Server provides the most complete J2EE implementation in the application server market Any J2EE feature can be used to declaratively construct portlets including JSPrsquos servlets EJB JCA Java Struts JAAS and others

Accessing amp Deploying JSP Pages

Organizations that have existing Web interfaces built with HTML or Java Server Pages (JSP) or who prefer to develop and maintain their code using industry standard Java can access portlets and even build entire Portal pages using the JSP model Portal developers using JSPrsquos can make full use of the portal infrastructure for functionality such as Single Sign-On and object access privileges

There are two ways to use a JSP to include portlet instances one is as a JSP held external to the Oracle Application Server Metadata Repository and the other is as a JSP managed inside the OracleAS Metadata Repository In either case the JSP may have either been built entirely external to Oracle Portal or may have been exported from an existing Portal page definition and subsequently edited

For those developers who want to use their own Java editors to build their Portal Pages Oracle Portal provides a tag library of hooks needed to access portlets in the portal and to use the portal infrastructure such as object privileges As a developer you therefore have complete control over the layout and behavior of the Portal page

Developers may also generate a JSP file from an existing Portal page that they can edit using their own Java editors The first step is to copy a Portal page to a JSP which causes a JSP generator to traverse through the page for the user interface and metadata elements and generate a file with the appropriate JSP tags The metadata elements of the page are represented in an XML structure and include the details of externally published portlets page parameters portlet parameters events and so forth The user interface elements of the page are represented via a URL referring to the CSS used in the portlets

To enable this functionality you do the following

bull Enable JSP access to a page group

Oracle Portal 10g Release 2 Technical Overview Page 11

bull Create externally published portlets that are instances of portlets that will be part of the JSP

bull In the JSP include tags from the tag library that reference the page group and externally published portlets

The following JSP example runs a portlet and passes a parameter

lt page contentType=texthtml charset=UTF-8 gt lt taglib prefix=portal uri=WEBINFlibwwjpstagjargt

ltportalusePortal pagegroup=MyPageGroupgt ltportalshowPortlet name=StockQuotegt ltportalparameter name=ticker value=ORCLgt ltportalshowPortletgt

Notice that the usePortal tag names a page group but not a portal In this case a default portal parameter is being read from the wwjpsxml configuration file You must configure this file to run external JSPs that access portal content

You may also load the JSP file created using the above methods into Oracle Portal and create an internally managed Portal page based on the JSP To do this you specify either the JSP or JAR or WAR file and indicate the initial JSP (a WAR file may contain multiple JSPs) Once the file is created you can set security enable caching and add parameters

Exchanging and accessing data

Open Internet standards such as HTTP XML and SOAP are built into Oracle Portals architecture and utilized for exchanging data among Portal instances and remote applications Standards-based applications and services (including Web Services) are easily incorporated into the Portal environment using the framework in the Oracle Portal Developer Kit (PDK)

Servicing HTTP requests

At the heart of the Oracle HTTP server component is the Apache Web server the worlds most popular Internet Web server

Servicing Wireless Requests - Get Information from Anywhere

Desktop or Mobile Browser

Besides standard Web browsers you can access Oracle Portal pages from wireless clients Working in conjunction with Oracle Application Server Wireless the Portal automatically transforms the Portal page structure to a form appropriate for the smaller screen devices common for wireless clients Portlets on this page are limited to those that are additionally capable of generating Oracles MobileXML

Oracle Portal 10g Release 2 Technical Overview Page 12

content type MobileXML is a markup language that hides the differences in markup syntax used by differing wireless clients

Wireless Enable any Technology

Oracle Portalrsquos built-in database provider components generate MobileXML in response to mobile requests Additionally the Oracle PDK allows coded portlets to detect and respond to mobile requests To enable this you do not have to change your existing code in any way you merely need to add an extra module to your portlet that contains the appropriate rendering logic for the intended device This allows any technology (Web Services J2EE NET etc) to be deployed on a wireless device as a portlet

Full Development Control

For fine-grained control of the page structure displayed on mobile clients Oracle Portal provides a complimentary set of page design tools oriented towards the wireless (small device) experience Thus you can build a distinct portal structure for wireless users Portlet instances can be shared between a mobile portal and its standard desktop counterpart allowing you to present a common set of portlets whose customizations are identical This provides a more natural feel as a user who customizes a portlet in their standard portal will see the effect in the portlet in the mobile portal

Deploying on a variety of platforms

The Oracle Application Server is available on Windows NT2000XP and all of the most popular UNIX platforms including Solaris Linux HP-UX AIX and Compaq Tru64

Rich Portlet Development Environment Oracle Portal includes a declarative environment and extensibility features that makes it easy for developers to expose enterprise data as portlets

OmniPortlet

OmniPortlet is a component of Oracle Portal that helps the page designer to quickly publish data from different data sources (CSV XML Web Services JCA SQL and Web Page) and render them in any layout (tabular chart form list News)

Web Clipping

The Web Clipping Portlet assists with extracting specific portions or clippings (for example data in an HTML table) of Web page content the page developer can browse to the desired Web page deconstruct the page into clippingsrdquo and preview the selected clipping in the portlet itself

Oracle Portal 10g Release 2 Technical Overview Page 13

Portlet Builder

Portlet developers can choose from thirteen data-driven components to create portlets that interact with enterprise data in an Oracle database or other data sources Components include JavaScript-enhanced data entry forms customizable HTML bar charts and column-style reports that produce results in HTML plain text or MS Excel format A wizard-based declarative design environment guides developers through the steps of building the portlet No scripting or in-depth knowledge of SQL syntax is required Experienced users can insert their own SQL statements to drive their portlets with customized logic

You may use the build wizards accessible from the Navigator to create components or they may be developed in-place on a Portal page The build wizard produces a PLSQL stored procedure that is stored in the database When executed the stored procedure dynamically renders the HTML and JavaScript code that displays the component

The Oracle Portal components you can build are

bull Form - Displays a customized form that can be used as an interface for updating tables executing stored procedures and generating other customized forms You can build three types of forms

o A form based on a table or view enables end users to insert update and delete data in a database table or view

o A master-detail form displays a master row and multiple detail rows within a single HTML page The form contains fields for updating values in two database tables or views

o A form based on a procedure enables end users to insert update and delete data in a database stored procedure

bull Report - Displays data you select from the database table or view in a report The report can have tabular form or custom layout

bull Chart - Displays data you select from a database table or view as a bar chart

bull Data Component - Displays data in spreadsheet format

bull Calendar - Displays data you select from a database table or view as a calendar

bull Dynamic Page - Displays dynamically generated HTML content on a Web page

bull Hierarchy - Displays data you select from a database table or view as a graphical hierarchy of items containing up to three levels

bull Menu - Displays an HTML-based menu containing hyperlinked options to other menus Oracle Portal components or URLs

Oracle Portal 10g Release 2 Technical Overview Page 14

bull Frame Driver - Displays a Web page with two frames End user queries in one frame control the contents of the other frame

bull Link - Displays a clickable link that provides a hypertext jump between Oracle Portal components and other components component customization forms or any HTML page

bull List of Values - Enables end users to choose entry field values in a form or component customization form You can use LOVs when creating components to pre-select the possible values in an entry field The end user clicks the mouse to select a value rather than type it You can also build LOVs based on other LOVs

bull URL - Displays the contents of a URL

bull XML - Displays an XML page as well as optionally applying an XSL stylesheet

The component publishing service also includes five shared components that are leveraged to extend the functionality of the thirteen components described above These shared components are JavaScript User Interface Template Color Definition Image Definition and Font Definition

Oracle Portal Developer Kit (PDK)

Using the Oracle PDK developers can build custom portlets that interact with customer-specific content or applications At a high level the Oracle PDK offers several feature sets including the ability to incorporate off-the-shelf Web Services additional J2EE services and any Web-accessible content In addition developers may also implement portlets as extensions of their existing Web development environment using Java technologies (servlets Java Server Pages) CGI technologies (C C++ etc) scripting languages (Perl PHP) Active Server Pages or as stored procedures (PLSQL or Java) The Oracle PDK provides a gentle slope that allows developers to quickly integrate their existing applications and gradually add portal functionality This minimizes the upfront investment required to build portlets and allows developers to better reuse existing components

Portlet providers may enforce security on their portlet by leveraging the single sign-on features within the portlet architecture In addition developers can take advantage of a set of API-level services in their provider and portlet code The services are provided as a convenience to the developer and their use is optional

For more information on the Oracle PDK visit httpportalcenteroraclecom

Customizing Portlets

Per user and per instance-level portlet personalization offer significant productivity gains to both the Portal developer and the Portal user After a developer creates a portlet definition with a default display a page designer can customize that definition to meet the needs of a particular community Individual users within that

Oracle Portal 10g Release 2 Technical Overview Page 15

community can then apply their own customizations to the very same definition Multiple instances of the same portlet can be added to a single page each with its own independent personalization settings Users with appropriate privileges can also publish their portlet customizations for other users to use

Managing portlet components

Portlet components are easily managed through the use of an integrated navigator tool that allows developers to access perform actions on (browsing granting privileges exporting and deleting) and keep track of related components and database objects

Partners and Community Partners

Oracle PartnerNetwork is a community a portal an interaction center and a worldwide business platform for companies who build their business around Oracles products and solutions By joining Oracle PartnerNetwork you have new opportunities to align Oracles technologies with your solutions and customers needs and increase revenue and profit We offer more than just products and solutions We offer our partners confidence in knowing they selected a stable and innovative company that takes partnership excellence seriously Learn how to accelerate success by becoming a member

Once a member of OPN you may register an interest in specific product focus areas to obtain the specific tools you need and to access program benefits Youll also have the opportunity to go to market with Oracle through business development initiatives

The Oracle Application Server Product Focus is open to all partners who share Oracles vision for an integrated enterprise wide application server solution and who want to develop solutions using Oracles framework The Oracle framework is used for developing and managing applications enterprise portals and mobile solutions Industry leaders are joining the Oracle Application Server Product Focus to provide scalable reliable and integrated solutions to their customers

Not a Member Oracle PartnerNetwork members gain access to exclusive benefits tools and resources Learn how to accelerate your success by becoming a member

Already an OPN Member Have your OPN Administrator declare your interest in Oracle Application Server If you are an Oracle partner declare your interest now in the Application Server Product Focus by contacting your companyrsquos OPN Primary Administrator to ensure the Application Server Product Focus is selected in your profile

Oracle Portal 10g Release 2 Technical Overview Page 16

OPN Administrators - Declare your Product Focus If your company would like to participate with Oracle in the Application Server Product Focus please ensure it is selected in your profile

Portal Developer Services

Oracle Portal Developer Services on OTN provides the Portal developer with all of the latest technology and content related to Oracle Portal making it the quickest way for developers to build and test portals and portlets

By subscribing to Oracle Portal Developer Services you can access a number of services and resources available exclusively to the Portal developer community Not only is it possible to access the development team within Oracle but also to tap into the greater community of Portal developers who have developed expertise in working with portlets Subscribers can also publish their own Portal development knowledge and experience

Subscribers to Portal Developer Services can

bull Build portlets using the Oracle Portal Developer Kit (PDK) As a subscriber you can download pre-release versions of the Oracle PDK You also get exclusive access to the latest how-to articles and development tools to help you build your own portlets

bull Register and test portlets on Oracle Portal Verification Service You can host and test your own portlets on the Oracle Portal Verification Service without having to install and manage your own Portal instance

bull Exchange knowledge with fellow community subscribers Take advantage of all that the Oracle Portal community has to offer As a subscriber you can share Portal development knowledge with fellow community subscribers Upon registration subscribers receive a community folder on Portal Center where they can upload portlet code and portal development insights (up to 4 MB)

bull Participate in subscriber surveys Subscribers may participate in quick polls and detailed surveys published specifically to gather feedback on important topics In particular there is an opportunity to rate articles samples and other content based on their effectiveness

bull Receive newsletter updates Subscribers receive an Oracle Portal Developer newsletter that provides information on the latest content and software related to Portal development

Application Integration

Portal Integration Solutions

Portal Integration (POINT) offers portlets that allow Oracle Portal users to integrate various applications to their portal The following portlets are released as

Oracle Portal 10g Release 2 Technical Overview Page 17

production portlets and are supported by Oracle Support for customers who have appropriate support contracts

bull Lotus Notes Portlet

bull Microsoft Exchange 2000 Portlet

Any other portlets including the following are samples released for test evaluation and education purposes They are not supported through formal Oracle Support mechanisms

bull SAP Generic Portlet

bull SAP Specific Portlets for finance human resources sales and inventory

bull IMAP Portlet

bull SMTP Portlet

bull SMS Portlet

bull IBM Tn3270 Portlet

bull Telnet Portlet

bull Unified Messaging System Portlet

bull Discussion Forum Portlet

bull Site Indexing Portlet

All these portlets are available as free download to Developer Services subscribers Oracle Portal Developer Services is a free subscription to access visit httpportalcenteroraclecom

Integrating with the Oracle E-Business Suite

Pre-built portlets that enable direct access to applications data from the portal are available as part of Oracle Applications 11i All of these portlets are integrated to take advantage of single sign-on as a partner application These portlets are role based and ship in three major categories

bull Daily Business Intelligence Portlets Portlets included with the Daily Business Intelligence product family

bull End-User Portlets Portlets that are useful for Oracle E-Business Suite Release 11i end-users Portlets in this category may be added to default Portal pages for Oracle E-Business Suite Release 11i users or made available to users to add to their own custom pages

bull Applications System Administrator Portlets Portlets that are primarily useful for Oracle E-Business Suite Release 11i system administrators and other non-production purposes Portlets in this category are neither generally useful nor appropriate for end users

Oracle Portal 10g Release 2 Technical Overview Page 18

Integrating with Oracle Collaboration Suite

Pre-built portlets that enable direct access to Oracle Collaboration Suite components and data from the portal are available as part of Oracle Collaboration Suite All of these portlets are integrated to take advantage of single sign-on as a partner application

Integrating enterprise applications

Oracle Application Server Integration is a component comprised of Workflow Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and the OracleAS JCA Adapters which provide connectivity to a host of existing applications and services such as SAP PeopleSoft Siebel MQ Series FTP JMS and others Oracle Portal can use Oracle Integration as the interface to 3rd party enterprise applications This greatly simplifies the integration from the portal perspective by giving you a single mechanism to get at the data from any application

Automating business processes

Portal implementations frequently want to integrate their business processes into their enterprise portal Using the capabilities of Oracle Workflow portal implementations can route information of any type according to user-defined business rules to model automate and continuously improve business practices Both traditional applications-based workflows as well as e-business integration workflows are supported

DEPLOYMENT SUPPORT A complete Oracle Portal installation provides a deployment platform that provides the essential underlying services that a portal needs in a pre-integrated framework As a fundamental service of the Oracle Application Server Oracle Portal leverages the key underlying grid computing capabilities it provides

Grid Computing and Oraclersquos Grid Computing Offering Grid computing is a new software architecture designed to effectively pool together large amounts of low cost modular storage and servers to create a virtual computing resource across which work can be transparently distributed to use capacity very efficiently at low cost and with very high availability The resources in a grid can include storage servers databases application servers and applications By pooling resources together Grid Computing can offer dependable consistent pervasive and inexpensive access to these resources regardless of their location and when needed thereby fulfilling the need for computing capacity on-demand

Oracle offers a comprehensive solution to manage information and run Enterprise Applications on Grids using Oracle Database 10g and Oracle Application Server 10G Both Oracle Database 10g and Oracle Application Server 10g can be managed

Oracle Portal 10g Release 2 Technical Overview Page 19

in a Grid Computing environment using Oracle Grid Control Together these products address the challenges faced by IT organizations today

bull Radically Reduce or Eliminate Excess Computing Capacity by automatically load balancing workloads to use spare capacity efficiently eliminating ldquoislands of computationrdquo

bull Modular Inexpensive Capacity Growth by adding capacity on-demand in low cost modular units

bull Radically Lower Cost of Management by centralizing administration of the resources in a Grid and automating provisioning and administration tasks across these resources

Oracle Application Server 10g and Its Benefits Oracle Application Server 10g the next generation of Oraclersquos Integrated Software Infrastructure for Enterprise Applications has been designed to enable Grid Computing It has been designed to effectively pool together large numbers of low cost servers to create a virtual computing resource across which Enterprise Applications can be transparently distributed to use capacity very efficiently at low cost and with very high availability Any existing application that runs on Oracle Application Server can transparently take advantage of Grid Computing without any changes Service-Oriented Applications will find additional benefits when deployed in a Grid Oracle Application Server 10g provides a number of Grid Computing features most importantly

bull Radically Reduce or Eliminate Excess Computing Capacity through Policy-Based Resource Management Metrics-based Workload Management and a variety of advanced back-up disaster recovery and clustered fail-over solutions to provide maximum availability in a Grid

bull Modular Inexpensive Capacity Growth through Automated Installation Configuration and Software Provisioning (including both software cloning and patch management) across hundreds of nodes in a Grid

bull Radically Lower Cost of Management and eliminate human errors in management through Centralized Systems Monitoring Unified Application Server Cluster Management (including Cluster Monitoring Cluster Optimization and Cluster-wide Application Deployment) and centralized Identity Management across a Grid

Out of the box Oracle Portal is integrated with the directory server Web cache J2EE server and other services to provide a complete platform that is critical for a successful portal deployment The following sections describe the architecture and deployment services leveraged by Oracle Portal

Oracle Portal 10g Release 2 Technical Overview Page 20

Performance and Architecture Oracle Portal is an integral component of the Oracle Application Server The Oracle Application Server has a flexible deployment model that supports a variety of configurations on a broad set of hardware and operating systems for highly scalable performance

Figure 3 MyOracleCom architecture

Assembling pages and portlets

The portal architecture includes a highly tuned multi-threaded servlet engine to retrieve portlet content manage caching assemble Portal pages and deliver completed pages all in parallel Because the engine is deployed on OracleAS Containers for J2EE (OC4J) Oracles highly scalable award winning J2EE framework performance is truly maximized The architecture minimizes hardware costs by enabling the use of commodity hardware deployed within a server farm

Pre-built portlets

Oracle Portal itself is fully portlet enabled All major administration development and end user functions within the portal are accessed via a portlet (see Figure 3) Oracle Portal ships with a set of pre-built portlets installed and configured for portal development portal administration and general use by portal users

bull Portlet DevelopmentmdashAccess developer information from httpportalcenteroraclecom create and manage Portal page groups and

Oracle Portal 10g Release 2 Technical Overview Page 21

providers find a portal object display objects most recently creatededited and create a portlet from HTML source

bull Portal AdministrationmdashCreate and manage users and user accounts and profiles create and manage user groups administer global settings and defaults registermanage local portlet providers set Portal language enable portlet login navigate among Portal objects search for users and add and manage local and remote Portal nodes

bull Database AdministrationmdashCreate and manage database schemas create and manage database roles import database objects that have been exported and access reports about the Portal database

bull End UsermdashStore and retrieve frequently accessed URLs search for content within a page group store and retrieve searches access external applications and loginlogout

Figure 3 Oracle Portal is pre-configured with pages and portlets for portal development and administration

Caching page and page content

A fully integrated intelligent cache enables the highest level of performance by minimizing unnecessary re-generation of Portal pages and portlet content Oracle Portal takes full advantage of Oracle Application Server Web Cache Oracles patented in-memory caching technology OracleAS Web Cache combines caching compression and assembly technologies to accelerate the delivery of both static and dynamically generated portal content It also provides back-end Web server

Oracle Portal 10g Release 2 Technical Overview Page 22

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 7: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

presented in the Add Item wizard and Edit Item dialog box Pre-defined item categories and perspectives provide a powerful classification mechanism to group similar or related items Additional features such as item version control check-in and check-out automated publish and expiration dates and automatic indexing support collaborative document creation ease content management tasks and make it easy to find published items

Navigating and accessing content Built-in capabilities assist page designers in creating Portal navigation and in managing access to Portal content Flexible navigation pages and smart links make it easy to build standard user interface features such as navigation bars and banners The advanced searching capabilities of Oracle Text are directly integrated thus allowing documents to be grouped by theme as well as being summarized External data sources such as remote Oracle databases IMAP mail servers Web sites and file systems are accessible via integration with Oracle Ultra Search Options for specifying search submission and results allow an administrator to pre-define searching parameters set specific behavior and customize how results are displayed

Routing content for review and approval In cases where content must be reviewed or approved before it is published on the page the page designer can easily set up a review and approval process Simple or multi-step processes can be defined with single or multiple reviewers at each step Notifications are sent to each approver in the approval chain indicating that action is required while the Status portlet tracks the items progression from the submitters point of view

Subscribing to content and pages Any user with View privileges on a page can subscribe to a page or an item on a page The Notifications portlet tells the subscriber when the page or item has been changed or deleted

Integrating with the desktop File type item content can also be published to the OracleAS Metadata Repository via the Web-based Distributed Authoring and Versioning (WebDAV) protocol Using a WebDAV client such as Windows Explorer a Portal page group can be mapped as a Web Folder Users can then simply drag and drop content files and folders between Portal pages and the desktop File-type items can also be opened edited and saved directly from WebDAV desktop applications like MS Office 2000

Oracle Portal 10g Release 2 Technical Overview Page 7

Collaboration The Survey Wizard can be used to create and administer surveys polls and tests The Survey Wizard is comprised of four components the Survey Builder the Survey Form the Survey Report and the Survey Chart (Comment Is this correct)

The Survey Builder is used to

bull Create edit delete and purge surveys polls and tests

bull Create copy and edit questions

bull Create welcome message and closing comments

bull Formulate answer choices as pull-downs radio buttons check boxes or text fields

bull Add pre-built triggers directing users to different sections according to their response to a given question

bull Indicate whether to score tests

bull Add an image to questions

The Survey Form is used to

bull Place instances of the survey test or poll on pages

bull Show one or all questions at a time

bull Choose to hide the portlet after the survey has been taken or display the results in a report or chart

The Survey Report is used to view cumulative result details

The Survey Chart is used to view cumulative result details as a bar chart

PORTAL DEVELOPMENT TOOLS AND SERVICES A successful Portal will match ease of development with adherence to open standards as well as providing integration with 3rd party applications and utilizing partner technologies and services Oracle Portal was built from the ground up to support integration of remotely hosted applications by building into the architecture Open Internet standards such as HTTP XML and SOAP Additionally you can incorporate Web Services and J2EE-based components like JavaServer Pages (JSPs) Java Servlets and Enterprise JavaBeans (EJBs) into the Portal as portlets without writing additional code

Oracle Portal has leveraged this open architecture to integrate proprietary technologies such as Microsoft Exchange and Lotus Notes as well as 3270 and clientserver applications You can also easily include existing secured and public URL-accessible content

If you need higher-level data access to third party applications such as SAP PeopleSoft or Siebel you can use Oracle Integration which includes EAI

Oracle Portal 10g Release 2 Technical Overview Page 8

(Enterprise Application Integration) BPM B2B BAM and more Oracle Application Server Integration also provide a BPEL Process Manager that interoperates seamlessly with all of the integration tools such as Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and OracleAS JCA Adapters to expose and transform data into a portlet-ready format Successful also means fostering a growing community of developers and partners who contribute to the success of Oracle Portal

Standards and Platforms Oracle Portal fully embraces Internet Standards such as J2EE Web Services JavaScript XML and other languages It also incorporates capabilities that support a standards-based IT infrastructure including support for the WebDAV HTTP and Wireless protocols

Portlets and Providers

All major portal vendors today display snippets of information in discrete amounts on their pages The standard term for referring to these areas of data on the Portal page is ldquoportletrdquo and in this matter Oracle Portal has always been one of the leaders

Portlet Providers

Applications or information sources represented as portlets communicate with the portal through an entity called a provider Each portlet must have one and only one provider A provider may have one or more portlets that expose an underlying application or information source Once a provider is registered with a Portal instance its portlets are available for placement on a Portal page on that Portal instance

A Portal page may be constructed of portlets from providers defined within the pagersquos portal instance as well as providers located on one or more remote Web servers

Providers may be used to arrange portlets into meaningful groups For example portlets that access marketing collateral may be grouped under a marketing provider Similarly components created to access financial data from an accounts payable application may be grouped under an accounts payable provider

Provider groups may be used to group providers and ease multiple provider registration You typically use provider groups to organize providers into logical groups regardless of their physical location This also simplifies the provider registration process by allowing you to publish provider groups to portals and register providers in a provider group using a single click Like a provider you access it from a URL

Providers may be developed in a number of ways using various different technologies from programmatic to declarative depending upon the

Oracle Portal 10g Release 2 Technical Overview Page 9

implementation of the source application that the portlet is exposing Providers may be installed and hosted on either local or remote Web servers If you are using a remote Web server it does not have to be the Oracle Application Server it can be any certified application server such as WebSphere Weblogic or Tomcat

Portlets exposed via a Web provider may be coded in any language (Java C C++ etc) or exposed in a declarative manner by merely referencing and optionally applying an XSL transformation to an available URL (or in the case of Web Services a WSDL document) In addition these portlets may access any database via JDBC (or native drivers for Oracle Database 10g) The PDK-Java may even be used to take a legacy information source and expose it as HTML or even MobileXML for wireless devices Long-term Oracle customers may also easily leverage existing Oracle PLSQL skills to create PLSQL providers for both local and remote Oracle databases However PLSQL providers may only be exposed via the Oracle Application Server

Communication between the Portal Engine and the provider is via SOAP over HTTP which allows for firewalls to be used to separate remote providers from the Portal middle tier In the case of a PLSQL provider a PLSQL Adapter receives the SOAP call and then calls the relevant PLSQL API

Portlets

Portlets summarize promote or provide basic access to an information resource The information resources themselves can take on many forms and be used for many purposes A growing library of portlets gives portal developers a variety of development options and the ability to select the most appropriate approach This library consists of pre-built and integrated portlets that are bundled with Oracle Portal portlets made available by Oracle partners and portlets created to access customer-specific information

JSR-168 and WSRP

The Organization for the Advancement of Structured Information Standards (OASIS) Web Services for Remote Portlets (WSRP) and the Java Community Process (JCP) Java Specification Request (JSR) 168 standards both enable the interoperability of portlets across different portal platforms Oracle Portalrsquos current architecture already adheres to the design principles of OASIS WSRP and JSR168 as a result Oracle has been able to contribute significantly to the WSRP specification Oracle is also a member of the expert group for JSR168 and one of the primary advocates in the JSR168 process for ensuring compatibility with WSRP Oraclersquos leadership and support for these standards will allow customers and partners to integrate standards-based portals and portlets into Oracle Portal with minimal development effort

Oracle Portal 10g Release 2 Technical Overview Page 10

Portal Verification Service

Oracle is offering a hosted Portal verification service This service allows vendors building WSRP producers to test that their implementations run in Oracles environment It provides an environment for registering your WSRP producer and adding its portlets to a Portal page The service also contains an Oracle WSRP producer containing sample portlets implemented using Oracles standards based Portal Developer Kit This PDK allows you to build and deploy JSR 168 portlets in a remote environment based on WSRP

This service is available at httpportalstandardsoraclecom

Deploying J2EE applications

The Oracle Application Server provides the most complete J2EE implementation in the application server market Any J2EE feature can be used to declaratively construct portlets including JSPrsquos servlets EJB JCA Java Struts JAAS and others

Accessing amp Deploying JSP Pages

Organizations that have existing Web interfaces built with HTML or Java Server Pages (JSP) or who prefer to develop and maintain their code using industry standard Java can access portlets and even build entire Portal pages using the JSP model Portal developers using JSPrsquos can make full use of the portal infrastructure for functionality such as Single Sign-On and object access privileges

There are two ways to use a JSP to include portlet instances one is as a JSP held external to the Oracle Application Server Metadata Repository and the other is as a JSP managed inside the OracleAS Metadata Repository In either case the JSP may have either been built entirely external to Oracle Portal or may have been exported from an existing Portal page definition and subsequently edited

For those developers who want to use their own Java editors to build their Portal Pages Oracle Portal provides a tag library of hooks needed to access portlets in the portal and to use the portal infrastructure such as object privileges As a developer you therefore have complete control over the layout and behavior of the Portal page

Developers may also generate a JSP file from an existing Portal page that they can edit using their own Java editors The first step is to copy a Portal page to a JSP which causes a JSP generator to traverse through the page for the user interface and metadata elements and generate a file with the appropriate JSP tags The metadata elements of the page are represented in an XML structure and include the details of externally published portlets page parameters portlet parameters events and so forth The user interface elements of the page are represented via a URL referring to the CSS used in the portlets

To enable this functionality you do the following

bull Enable JSP access to a page group

Oracle Portal 10g Release 2 Technical Overview Page 11

bull Create externally published portlets that are instances of portlets that will be part of the JSP

bull In the JSP include tags from the tag library that reference the page group and externally published portlets

The following JSP example runs a portlet and passes a parameter

lt page contentType=texthtml charset=UTF-8 gt lt taglib prefix=portal uri=WEBINFlibwwjpstagjargt

ltportalusePortal pagegroup=MyPageGroupgt ltportalshowPortlet name=StockQuotegt ltportalparameter name=ticker value=ORCLgt ltportalshowPortletgt

Notice that the usePortal tag names a page group but not a portal In this case a default portal parameter is being read from the wwjpsxml configuration file You must configure this file to run external JSPs that access portal content

You may also load the JSP file created using the above methods into Oracle Portal and create an internally managed Portal page based on the JSP To do this you specify either the JSP or JAR or WAR file and indicate the initial JSP (a WAR file may contain multiple JSPs) Once the file is created you can set security enable caching and add parameters

Exchanging and accessing data

Open Internet standards such as HTTP XML and SOAP are built into Oracle Portals architecture and utilized for exchanging data among Portal instances and remote applications Standards-based applications and services (including Web Services) are easily incorporated into the Portal environment using the framework in the Oracle Portal Developer Kit (PDK)

Servicing HTTP requests

At the heart of the Oracle HTTP server component is the Apache Web server the worlds most popular Internet Web server

Servicing Wireless Requests - Get Information from Anywhere

Desktop or Mobile Browser

Besides standard Web browsers you can access Oracle Portal pages from wireless clients Working in conjunction with Oracle Application Server Wireless the Portal automatically transforms the Portal page structure to a form appropriate for the smaller screen devices common for wireless clients Portlets on this page are limited to those that are additionally capable of generating Oracles MobileXML

Oracle Portal 10g Release 2 Technical Overview Page 12

content type MobileXML is a markup language that hides the differences in markup syntax used by differing wireless clients

Wireless Enable any Technology

Oracle Portalrsquos built-in database provider components generate MobileXML in response to mobile requests Additionally the Oracle PDK allows coded portlets to detect and respond to mobile requests To enable this you do not have to change your existing code in any way you merely need to add an extra module to your portlet that contains the appropriate rendering logic for the intended device This allows any technology (Web Services J2EE NET etc) to be deployed on a wireless device as a portlet

Full Development Control

For fine-grained control of the page structure displayed on mobile clients Oracle Portal provides a complimentary set of page design tools oriented towards the wireless (small device) experience Thus you can build a distinct portal structure for wireless users Portlet instances can be shared between a mobile portal and its standard desktop counterpart allowing you to present a common set of portlets whose customizations are identical This provides a more natural feel as a user who customizes a portlet in their standard portal will see the effect in the portlet in the mobile portal

Deploying on a variety of platforms

The Oracle Application Server is available on Windows NT2000XP and all of the most popular UNIX platforms including Solaris Linux HP-UX AIX and Compaq Tru64

Rich Portlet Development Environment Oracle Portal includes a declarative environment and extensibility features that makes it easy for developers to expose enterprise data as portlets

OmniPortlet

OmniPortlet is a component of Oracle Portal that helps the page designer to quickly publish data from different data sources (CSV XML Web Services JCA SQL and Web Page) and render them in any layout (tabular chart form list News)

Web Clipping

The Web Clipping Portlet assists with extracting specific portions or clippings (for example data in an HTML table) of Web page content the page developer can browse to the desired Web page deconstruct the page into clippingsrdquo and preview the selected clipping in the portlet itself

Oracle Portal 10g Release 2 Technical Overview Page 13

Portlet Builder

Portlet developers can choose from thirteen data-driven components to create portlets that interact with enterprise data in an Oracle database or other data sources Components include JavaScript-enhanced data entry forms customizable HTML bar charts and column-style reports that produce results in HTML plain text or MS Excel format A wizard-based declarative design environment guides developers through the steps of building the portlet No scripting or in-depth knowledge of SQL syntax is required Experienced users can insert their own SQL statements to drive their portlets with customized logic

You may use the build wizards accessible from the Navigator to create components or they may be developed in-place on a Portal page The build wizard produces a PLSQL stored procedure that is stored in the database When executed the stored procedure dynamically renders the HTML and JavaScript code that displays the component

The Oracle Portal components you can build are

bull Form - Displays a customized form that can be used as an interface for updating tables executing stored procedures and generating other customized forms You can build three types of forms

o A form based on a table or view enables end users to insert update and delete data in a database table or view

o A master-detail form displays a master row and multiple detail rows within a single HTML page The form contains fields for updating values in two database tables or views

o A form based on a procedure enables end users to insert update and delete data in a database stored procedure

bull Report - Displays data you select from the database table or view in a report The report can have tabular form or custom layout

bull Chart - Displays data you select from a database table or view as a bar chart

bull Data Component - Displays data in spreadsheet format

bull Calendar - Displays data you select from a database table or view as a calendar

bull Dynamic Page - Displays dynamically generated HTML content on a Web page

bull Hierarchy - Displays data you select from a database table or view as a graphical hierarchy of items containing up to three levels

bull Menu - Displays an HTML-based menu containing hyperlinked options to other menus Oracle Portal components or URLs

Oracle Portal 10g Release 2 Technical Overview Page 14

bull Frame Driver - Displays a Web page with two frames End user queries in one frame control the contents of the other frame

bull Link - Displays a clickable link that provides a hypertext jump between Oracle Portal components and other components component customization forms or any HTML page

bull List of Values - Enables end users to choose entry field values in a form or component customization form You can use LOVs when creating components to pre-select the possible values in an entry field The end user clicks the mouse to select a value rather than type it You can also build LOVs based on other LOVs

bull URL - Displays the contents of a URL

bull XML - Displays an XML page as well as optionally applying an XSL stylesheet

The component publishing service also includes five shared components that are leveraged to extend the functionality of the thirteen components described above These shared components are JavaScript User Interface Template Color Definition Image Definition and Font Definition

Oracle Portal Developer Kit (PDK)

Using the Oracle PDK developers can build custom portlets that interact with customer-specific content or applications At a high level the Oracle PDK offers several feature sets including the ability to incorporate off-the-shelf Web Services additional J2EE services and any Web-accessible content In addition developers may also implement portlets as extensions of their existing Web development environment using Java technologies (servlets Java Server Pages) CGI technologies (C C++ etc) scripting languages (Perl PHP) Active Server Pages or as stored procedures (PLSQL or Java) The Oracle PDK provides a gentle slope that allows developers to quickly integrate their existing applications and gradually add portal functionality This minimizes the upfront investment required to build portlets and allows developers to better reuse existing components

Portlet providers may enforce security on their portlet by leveraging the single sign-on features within the portlet architecture In addition developers can take advantage of a set of API-level services in their provider and portlet code The services are provided as a convenience to the developer and their use is optional

For more information on the Oracle PDK visit httpportalcenteroraclecom

Customizing Portlets

Per user and per instance-level portlet personalization offer significant productivity gains to both the Portal developer and the Portal user After a developer creates a portlet definition with a default display a page designer can customize that definition to meet the needs of a particular community Individual users within that

Oracle Portal 10g Release 2 Technical Overview Page 15

community can then apply their own customizations to the very same definition Multiple instances of the same portlet can be added to a single page each with its own independent personalization settings Users with appropriate privileges can also publish their portlet customizations for other users to use

Managing portlet components

Portlet components are easily managed through the use of an integrated navigator tool that allows developers to access perform actions on (browsing granting privileges exporting and deleting) and keep track of related components and database objects

Partners and Community Partners

Oracle PartnerNetwork is a community a portal an interaction center and a worldwide business platform for companies who build their business around Oracles products and solutions By joining Oracle PartnerNetwork you have new opportunities to align Oracles technologies with your solutions and customers needs and increase revenue and profit We offer more than just products and solutions We offer our partners confidence in knowing they selected a stable and innovative company that takes partnership excellence seriously Learn how to accelerate success by becoming a member

Once a member of OPN you may register an interest in specific product focus areas to obtain the specific tools you need and to access program benefits Youll also have the opportunity to go to market with Oracle through business development initiatives

The Oracle Application Server Product Focus is open to all partners who share Oracles vision for an integrated enterprise wide application server solution and who want to develop solutions using Oracles framework The Oracle framework is used for developing and managing applications enterprise portals and mobile solutions Industry leaders are joining the Oracle Application Server Product Focus to provide scalable reliable and integrated solutions to their customers

Not a Member Oracle PartnerNetwork members gain access to exclusive benefits tools and resources Learn how to accelerate your success by becoming a member

Already an OPN Member Have your OPN Administrator declare your interest in Oracle Application Server If you are an Oracle partner declare your interest now in the Application Server Product Focus by contacting your companyrsquos OPN Primary Administrator to ensure the Application Server Product Focus is selected in your profile

Oracle Portal 10g Release 2 Technical Overview Page 16

OPN Administrators - Declare your Product Focus If your company would like to participate with Oracle in the Application Server Product Focus please ensure it is selected in your profile

Portal Developer Services

Oracle Portal Developer Services on OTN provides the Portal developer with all of the latest technology and content related to Oracle Portal making it the quickest way for developers to build and test portals and portlets

By subscribing to Oracle Portal Developer Services you can access a number of services and resources available exclusively to the Portal developer community Not only is it possible to access the development team within Oracle but also to tap into the greater community of Portal developers who have developed expertise in working with portlets Subscribers can also publish their own Portal development knowledge and experience

Subscribers to Portal Developer Services can

bull Build portlets using the Oracle Portal Developer Kit (PDK) As a subscriber you can download pre-release versions of the Oracle PDK You also get exclusive access to the latest how-to articles and development tools to help you build your own portlets

bull Register and test portlets on Oracle Portal Verification Service You can host and test your own portlets on the Oracle Portal Verification Service without having to install and manage your own Portal instance

bull Exchange knowledge with fellow community subscribers Take advantage of all that the Oracle Portal community has to offer As a subscriber you can share Portal development knowledge with fellow community subscribers Upon registration subscribers receive a community folder on Portal Center where they can upload portlet code and portal development insights (up to 4 MB)

bull Participate in subscriber surveys Subscribers may participate in quick polls and detailed surveys published specifically to gather feedback on important topics In particular there is an opportunity to rate articles samples and other content based on their effectiveness

bull Receive newsletter updates Subscribers receive an Oracle Portal Developer newsletter that provides information on the latest content and software related to Portal development

Application Integration

Portal Integration Solutions

Portal Integration (POINT) offers portlets that allow Oracle Portal users to integrate various applications to their portal The following portlets are released as

Oracle Portal 10g Release 2 Technical Overview Page 17

production portlets and are supported by Oracle Support for customers who have appropriate support contracts

bull Lotus Notes Portlet

bull Microsoft Exchange 2000 Portlet

Any other portlets including the following are samples released for test evaluation and education purposes They are not supported through formal Oracle Support mechanisms

bull SAP Generic Portlet

bull SAP Specific Portlets for finance human resources sales and inventory

bull IMAP Portlet

bull SMTP Portlet

bull SMS Portlet

bull IBM Tn3270 Portlet

bull Telnet Portlet

bull Unified Messaging System Portlet

bull Discussion Forum Portlet

bull Site Indexing Portlet

All these portlets are available as free download to Developer Services subscribers Oracle Portal Developer Services is a free subscription to access visit httpportalcenteroraclecom

Integrating with the Oracle E-Business Suite

Pre-built portlets that enable direct access to applications data from the portal are available as part of Oracle Applications 11i All of these portlets are integrated to take advantage of single sign-on as a partner application These portlets are role based and ship in three major categories

bull Daily Business Intelligence Portlets Portlets included with the Daily Business Intelligence product family

bull End-User Portlets Portlets that are useful for Oracle E-Business Suite Release 11i end-users Portlets in this category may be added to default Portal pages for Oracle E-Business Suite Release 11i users or made available to users to add to their own custom pages

bull Applications System Administrator Portlets Portlets that are primarily useful for Oracle E-Business Suite Release 11i system administrators and other non-production purposes Portlets in this category are neither generally useful nor appropriate for end users

Oracle Portal 10g Release 2 Technical Overview Page 18

Integrating with Oracle Collaboration Suite

Pre-built portlets that enable direct access to Oracle Collaboration Suite components and data from the portal are available as part of Oracle Collaboration Suite All of these portlets are integrated to take advantage of single sign-on as a partner application

Integrating enterprise applications

Oracle Application Server Integration is a component comprised of Workflow Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and the OracleAS JCA Adapters which provide connectivity to a host of existing applications and services such as SAP PeopleSoft Siebel MQ Series FTP JMS and others Oracle Portal can use Oracle Integration as the interface to 3rd party enterprise applications This greatly simplifies the integration from the portal perspective by giving you a single mechanism to get at the data from any application

Automating business processes

Portal implementations frequently want to integrate their business processes into their enterprise portal Using the capabilities of Oracle Workflow portal implementations can route information of any type according to user-defined business rules to model automate and continuously improve business practices Both traditional applications-based workflows as well as e-business integration workflows are supported

DEPLOYMENT SUPPORT A complete Oracle Portal installation provides a deployment platform that provides the essential underlying services that a portal needs in a pre-integrated framework As a fundamental service of the Oracle Application Server Oracle Portal leverages the key underlying grid computing capabilities it provides

Grid Computing and Oraclersquos Grid Computing Offering Grid computing is a new software architecture designed to effectively pool together large amounts of low cost modular storage and servers to create a virtual computing resource across which work can be transparently distributed to use capacity very efficiently at low cost and with very high availability The resources in a grid can include storage servers databases application servers and applications By pooling resources together Grid Computing can offer dependable consistent pervasive and inexpensive access to these resources regardless of their location and when needed thereby fulfilling the need for computing capacity on-demand

Oracle offers a comprehensive solution to manage information and run Enterprise Applications on Grids using Oracle Database 10g and Oracle Application Server 10G Both Oracle Database 10g and Oracle Application Server 10g can be managed

Oracle Portal 10g Release 2 Technical Overview Page 19

in a Grid Computing environment using Oracle Grid Control Together these products address the challenges faced by IT organizations today

bull Radically Reduce or Eliminate Excess Computing Capacity by automatically load balancing workloads to use spare capacity efficiently eliminating ldquoislands of computationrdquo

bull Modular Inexpensive Capacity Growth by adding capacity on-demand in low cost modular units

bull Radically Lower Cost of Management by centralizing administration of the resources in a Grid and automating provisioning and administration tasks across these resources

Oracle Application Server 10g and Its Benefits Oracle Application Server 10g the next generation of Oraclersquos Integrated Software Infrastructure for Enterprise Applications has been designed to enable Grid Computing It has been designed to effectively pool together large numbers of low cost servers to create a virtual computing resource across which Enterprise Applications can be transparently distributed to use capacity very efficiently at low cost and with very high availability Any existing application that runs on Oracle Application Server can transparently take advantage of Grid Computing without any changes Service-Oriented Applications will find additional benefits when deployed in a Grid Oracle Application Server 10g provides a number of Grid Computing features most importantly

bull Radically Reduce or Eliminate Excess Computing Capacity through Policy-Based Resource Management Metrics-based Workload Management and a variety of advanced back-up disaster recovery and clustered fail-over solutions to provide maximum availability in a Grid

bull Modular Inexpensive Capacity Growth through Automated Installation Configuration and Software Provisioning (including both software cloning and patch management) across hundreds of nodes in a Grid

bull Radically Lower Cost of Management and eliminate human errors in management through Centralized Systems Monitoring Unified Application Server Cluster Management (including Cluster Monitoring Cluster Optimization and Cluster-wide Application Deployment) and centralized Identity Management across a Grid

Out of the box Oracle Portal is integrated with the directory server Web cache J2EE server and other services to provide a complete platform that is critical for a successful portal deployment The following sections describe the architecture and deployment services leveraged by Oracle Portal

Oracle Portal 10g Release 2 Technical Overview Page 20

Performance and Architecture Oracle Portal is an integral component of the Oracle Application Server The Oracle Application Server has a flexible deployment model that supports a variety of configurations on a broad set of hardware and operating systems for highly scalable performance

Figure 3 MyOracleCom architecture

Assembling pages and portlets

The portal architecture includes a highly tuned multi-threaded servlet engine to retrieve portlet content manage caching assemble Portal pages and deliver completed pages all in parallel Because the engine is deployed on OracleAS Containers for J2EE (OC4J) Oracles highly scalable award winning J2EE framework performance is truly maximized The architecture minimizes hardware costs by enabling the use of commodity hardware deployed within a server farm

Pre-built portlets

Oracle Portal itself is fully portlet enabled All major administration development and end user functions within the portal are accessed via a portlet (see Figure 3) Oracle Portal ships with a set of pre-built portlets installed and configured for portal development portal administration and general use by portal users

bull Portlet DevelopmentmdashAccess developer information from httpportalcenteroraclecom create and manage Portal page groups and

Oracle Portal 10g Release 2 Technical Overview Page 21

providers find a portal object display objects most recently creatededited and create a portlet from HTML source

bull Portal AdministrationmdashCreate and manage users and user accounts and profiles create and manage user groups administer global settings and defaults registermanage local portlet providers set Portal language enable portlet login navigate among Portal objects search for users and add and manage local and remote Portal nodes

bull Database AdministrationmdashCreate and manage database schemas create and manage database roles import database objects that have been exported and access reports about the Portal database

bull End UsermdashStore and retrieve frequently accessed URLs search for content within a page group store and retrieve searches access external applications and loginlogout

Figure 3 Oracle Portal is pre-configured with pages and portlets for portal development and administration

Caching page and page content

A fully integrated intelligent cache enables the highest level of performance by minimizing unnecessary re-generation of Portal pages and portlet content Oracle Portal takes full advantage of Oracle Application Server Web Cache Oracles patented in-memory caching technology OracleAS Web Cache combines caching compression and assembly technologies to accelerate the delivery of both static and dynamically generated portal content It also provides back-end Web server

Oracle Portal 10g Release 2 Technical Overview Page 22

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 8: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

Collaboration The Survey Wizard can be used to create and administer surveys polls and tests The Survey Wizard is comprised of four components the Survey Builder the Survey Form the Survey Report and the Survey Chart (Comment Is this correct)

The Survey Builder is used to

bull Create edit delete and purge surveys polls and tests

bull Create copy and edit questions

bull Create welcome message and closing comments

bull Formulate answer choices as pull-downs radio buttons check boxes or text fields

bull Add pre-built triggers directing users to different sections according to their response to a given question

bull Indicate whether to score tests

bull Add an image to questions

The Survey Form is used to

bull Place instances of the survey test or poll on pages

bull Show one or all questions at a time

bull Choose to hide the portlet after the survey has been taken or display the results in a report or chart

The Survey Report is used to view cumulative result details

The Survey Chart is used to view cumulative result details as a bar chart

PORTAL DEVELOPMENT TOOLS AND SERVICES A successful Portal will match ease of development with adherence to open standards as well as providing integration with 3rd party applications and utilizing partner technologies and services Oracle Portal was built from the ground up to support integration of remotely hosted applications by building into the architecture Open Internet standards such as HTTP XML and SOAP Additionally you can incorporate Web Services and J2EE-based components like JavaServer Pages (JSPs) Java Servlets and Enterprise JavaBeans (EJBs) into the Portal as portlets without writing additional code

Oracle Portal has leveraged this open architecture to integrate proprietary technologies such as Microsoft Exchange and Lotus Notes as well as 3270 and clientserver applications You can also easily include existing secured and public URL-accessible content

If you need higher-level data access to third party applications such as SAP PeopleSoft or Siebel you can use Oracle Integration which includes EAI

Oracle Portal 10g Release 2 Technical Overview Page 8

(Enterprise Application Integration) BPM B2B BAM and more Oracle Application Server Integration also provide a BPEL Process Manager that interoperates seamlessly with all of the integration tools such as Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and OracleAS JCA Adapters to expose and transform data into a portlet-ready format Successful also means fostering a growing community of developers and partners who contribute to the success of Oracle Portal

Standards and Platforms Oracle Portal fully embraces Internet Standards such as J2EE Web Services JavaScript XML and other languages It also incorporates capabilities that support a standards-based IT infrastructure including support for the WebDAV HTTP and Wireless protocols

Portlets and Providers

All major portal vendors today display snippets of information in discrete amounts on their pages The standard term for referring to these areas of data on the Portal page is ldquoportletrdquo and in this matter Oracle Portal has always been one of the leaders

Portlet Providers

Applications or information sources represented as portlets communicate with the portal through an entity called a provider Each portlet must have one and only one provider A provider may have one or more portlets that expose an underlying application or information source Once a provider is registered with a Portal instance its portlets are available for placement on a Portal page on that Portal instance

A Portal page may be constructed of portlets from providers defined within the pagersquos portal instance as well as providers located on one or more remote Web servers

Providers may be used to arrange portlets into meaningful groups For example portlets that access marketing collateral may be grouped under a marketing provider Similarly components created to access financial data from an accounts payable application may be grouped under an accounts payable provider

Provider groups may be used to group providers and ease multiple provider registration You typically use provider groups to organize providers into logical groups regardless of their physical location This also simplifies the provider registration process by allowing you to publish provider groups to portals and register providers in a provider group using a single click Like a provider you access it from a URL

Providers may be developed in a number of ways using various different technologies from programmatic to declarative depending upon the

Oracle Portal 10g Release 2 Technical Overview Page 9

implementation of the source application that the portlet is exposing Providers may be installed and hosted on either local or remote Web servers If you are using a remote Web server it does not have to be the Oracle Application Server it can be any certified application server such as WebSphere Weblogic or Tomcat

Portlets exposed via a Web provider may be coded in any language (Java C C++ etc) or exposed in a declarative manner by merely referencing and optionally applying an XSL transformation to an available URL (or in the case of Web Services a WSDL document) In addition these portlets may access any database via JDBC (or native drivers for Oracle Database 10g) The PDK-Java may even be used to take a legacy information source and expose it as HTML or even MobileXML for wireless devices Long-term Oracle customers may also easily leverage existing Oracle PLSQL skills to create PLSQL providers for both local and remote Oracle databases However PLSQL providers may only be exposed via the Oracle Application Server

Communication between the Portal Engine and the provider is via SOAP over HTTP which allows for firewalls to be used to separate remote providers from the Portal middle tier In the case of a PLSQL provider a PLSQL Adapter receives the SOAP call and then calls the relevant PLSQL API

Portlets

Portlets summarize promote or provide basic access to an information resource The information resources themselves can take on many forms and be used for many purposes A growing library of portlets gives portal developers a variety of development options and the ability to select the most appropriate approach This library consists of pre-built and integrated portlets that are bundled with Oracle Portal portlets made available by Oracle partners and portlets created to access customer-specific information

JSR-168 and WSRP

The Organization for the Advancement of Structured Information Standards (OASIS) Web Services for Remote Portlets (WSRP) and the Java Community Process (JCP) Java Specification Request (JSR) 168 standards both enable the interoperability of portlets across different portal platforms Oracle Portalrsquos current architecture already adheres to the design principles of OASIS WSRP and JSR168 as a result Oracle has been able to contribute significantly to the WSRP specification Oracle is also a member of the expert group for JSR168 and one of the primary advocates in the JSR168 process for ensuring compatibility with WSRP Oraclersquos leadership and support for these standards will allow customers and partners to integrate standards-based portals and portlets into Oracle Portal with minimal development effort

Oracle Portal 10g Release 2 Technical Overview Page 10

Portal Verification Service

Oracle is offering a hosted Portal verification service This service allows vendors building WSRP producers to test that their implementations run in Oracles environment It provides an environment for registering your WSRP producer and adding its portlets to a Portal page The service also contains an Oracle WSRP producer containing sample portlets implemented using Oracles standards based Portal Developer Kit This PDK allows you to build and deploy JSR 168 portlets in a remote environment based on WSRP

This service is available at httpportalstandardsoraclecom

Deploying J2EE applications

The Oracle Application Server provides the most complete J2EE implementation in the application server market Any J2EE feature can be used to declaratively construct portlets including JSPrsquos servlets EJB JCA Java Struts JAAS and others

Accessing amp Deploying JSP Pages

Organizations that have existing Web interfaces built with HTML or Java Server Pages (JSP) or who prefer to develop and maintain their code using industry standard Java can access portlets and even build entire Portal pages using the JSP model Portal developers using JSPrsquos can make full use of the portal infrastructure for functionality such as Single Sign-On and object access privileges

There are two ways to use a JSP to include portlet instances one is as a JSP held external to the Oracle Application Server Metadata Repository and the other is as a JSP managed inside the OracleAS Metadata Repository In either case the JSP may have either been built entirely external to Oracle Portal or may have been exported from an existing Portal page definition and subsequently edited

For those developers who want to use their own Java editors to build their Portal Pages Oracle Portal provides a tag library of hooks needed to access portlets in the portal and to use the portal infrastructure such as object privileges As a developer you therefore have complete control over the layout and behavior of the Portal page

Developers may also generate a JSP file from an existing Portal page that they can edit using their own Java editors The first step is to copy a Portal page to a JSP which causes a JSP generator to traverse through the page for the user interface and metadata elements and generate a file with the appropriate JSP tags The metadata elements of the page are represented in an XML structure and include the details of externally published portlets page parameters portlet parameters events and so forth The user interface elements of the page are represented via a URL referring to the CSS used in the portlets

To enable this functionality you do the following

bull Enable JSP access to a page group

Oracle Portal 10g Release 2 Technical Overview Page 11

bull Create externally published portlets that are instances of portlets that will be part of the JSP

bull In the JSP include tags from the tag library that reference the page group and externally published portlets

The following JSP example runs a portlet and passes a parameter

lt page contentType=texthtml charset=UTF-8 gt lt taglib prefix=portal uri=WEBINFlibwwjpstagjargt

ltportalusePortal pagegroup=MyPageGroupgt ltportalshowPortlet name=StockQuotegt ltportalparameter name=ticker value=ORCLgt ltportalshowPortletgt

Notice that the usePortal tag names a page group but not a portal In this case a default portal parameter is being read from the wwjpsxml configuration file You must configure this file to run external JSPs that access portal content

You may also load the JSP file created using the above methods into Oracle Portal and create an internally managed Portal page based on the JSP To do this you specify either the JSP or JAR or WAR file and indicate the initial JSP (a WAR file may contain multiple JSPs) Once the file is created you can set security enable caching and add parameters

Exchanging and accessing data

Open Internet standards such as HTTP XML and SOAP are built into Oracle Portals architecture and utilized for exchanging data among Portal instances and remote applications Standards-based applications and services (including Web Services) are easily incorporated into the Portal environment using the framework in the Oracle Portal Developer Kit (PDK)

Servicing HTTP requests

At the heart of the Oracle HTTP server component is the Apache Web server the worlds most popular Internet Web server

Servicing Wireless Requests - Get Information from Anywhere

Desktop or Mobile Browser

Besides standard Web browsers you can access Oracle Portal pages from wireless clients Working in conjunction with Oracle Application Server Wireless the Portal automatically transforms the Portal page structure to a form appropriate for the smaller screen devices common for wireless clients Portlets on this page are limited to those that are additionally capable of generating Oracles MobileXML

Oracle Portal 10g Release 2 Technical Overview Page 12

content type MobileXML is a markup language that hides the differences in markup syntax used by differing wireless clients

Wireless Enable any Technology

Oracle Portalrsquos built-in database provider components generate MobileXML in response to mobile requests Additionally the Oracle PDK allows coded portlets to detect and respond to mobile requests To enable this you do not have to change your existing code in any way you merely need to add an extra module to your portlet that contains the appropriate rendering logic for the intended device This allows any technology (Web Services J2EE NET etc) to be deployed on a wireless device as a portlet

Full Development Control

For fine-grained control of the page structure displayed on mobile clients Oracle Portal provides a complimentary set of page design tools oriented towards the wireless (small device) experience Thus you can build a distinct portal structure for wireless users Portlet instances can be shared between a mobile portal and its standard desktop counterpart allowing you to present a common set of portlets whose customizations are identical This provides a more natural feel as a user who customizes a portlet in their standard portal will see the effect in the portlet in the mobile portal

Deploying on a variety of platforms

The Oracle Application Server is available on Windows NT2000XP and all of the most popular UNIX platforms including Solaris Linux HP-UX AIX and Compaq Tru64

Rich Portlet Development Environment Oracle Portal includes a declarative environment and extensibility features that makes it easy for developers to expose enterprise data as portlets

OmniPortlet

OmniPortlet is a component of Oracle Portal that helps the page designer to quickly publish data from different data sources (CSV XML Web Services JCA SQL and Web Page) and render them in any layout (tabular chart form list News)

Web Clipping

The Web Clipping Portlet assists with extracting specific portions or clippings (for example data in an HTML table) of Web page content the page developer can browse to the desired Web page deconstruct the page into clippingsrdquo and preview the selected clipping in the portlet itself

Oracle Portal 10g Release 2 Technical Overview Page 13

Portlet Builder

Portlet developers can choose from thirteen data-driven components to create portlets that interact with enterprise data in an Oracle database or other data sources Components include JavaScript-enhanced data entry forms customizable HTML bar charts and column-style reports that produce results in HTML plain text or MS Excel format A wizard-based declarative design environment guides developers through the steps of building the portlet No scripting or in-depth knowledge of SQL syntax is required Experienced users can insert their own SQL statements to drive their portlets with customized logic

You may use the build wizards accessible from the Navigator to create components or they may be developed in-place on a Portal page The build wizard produces a PLSQL stored procedure that is stored in the database When executed the stored procedure dynamically renders the HTML and JavaScript code that displays the component

The Oracle Portal components you can build are

bull Form - Displays a customized form that can be used as an interface for updating tables executing stored procedures and generating other customized forms You can build three types of forms

o A form based on a table or view enables end users to insert update and delete data in a database table or view

o A master-detail form displays a master row and multiple detail rows within a single HTML page The form contains fields for updating values in two database tables or views

o A form based on a procedure enables end users to insert update and delete data in a database stored procedure

bull Report - Displays data you select from the database table or view in a report The report can have tabular form or custom layout

bull Chart - Displays data you select from a database table or view as a bar chart

bull Data Component - Displays data in spreadsheet format

bull Calendar - Displays data you select from a database table or view as a calendar

bull Dynamic Page - Displays dynamically generated HTML content on a Web page

bull Hierarchy - Displays data you select from a database table or view as a graphical hierarchy of items containing up to three levels

bull Menu - Displays an HTML-based menu containing hyperlinked options to other menus Oracle Portal components or URLs

Oracle Portal 10g Release 2 Technical Overview Page 14

bull Frame Driver - Displays a Web page with two frames End user queries in one frame control the contents of the other frame

bull Link - Displays a clickable link that provides a hypertext jump between Oracle Portal components and other components component customization forms or any HTML page

bull List of Values - Enables end users to choose entry field values in a form or component customization form You can use LOVs when creating components to pre-select the possible values in an entry field The end user clicks the mouse to select a value rather than type it You can also build LOVs based on other LOVs

bull URL - Displays the contents of a URL

bull XML - Displays an XML page as well as optionally applying an XSL stylesheet

The component publishing service also includes five shared components that are leveraged to extend the functionality of the thirteen components described above These shared components are JavaScript User Interface Template Color Definition Image Definition and Font Definition

Oracle Portal Developer Kit (PDK)

Using the Oracle PDK developers can build custom portlets that interact with customer-specific content or applications At a high level the Oracle PDK offers several feature sets including the ability to incorporate off-the-shelf Web Services additional J2EE services and any Web-accessible content In addition developers may also implement portlets as extensions of their existing Web development environment using Java technologies (servlets Java Server Pages) CGI technologies (C C++ etc) scripting languages (Perl PHP) Active Server Pages or as stored procedures (PLSQL or Java) The Oracle PDK provides a gentle slope that allows developers to quickly integrate their existing applications and gradually add portal functionality This minimizes the upfront investment required to build portlets and allows developers to better reuse existing components

Portlet providers may enforce security on their portlet by leveraging the single sign-on features within the portlet architecture In addition developers can take advantage of a set of API-level services in their provider and portlet code The services are provided as a convenience to the developer and their use is optional

For more information on the Oracle PDK visit httpportalcenteroraclecom

Customizing Portlets

Per user and per instance-level portlet personalization offer significant productivity gains to both the Portal developer and the Portal user After a developer creates a portlet definition with a default display a page designer can customize that definition to meet the needs of a particular community Individual users within that

Oracle Portal 10g Release 2 Technical Overview Page 15

community can then apply their own customizations to the very same definition Multiple instances of the same portlet can be added to a single page each with its own independent personalization settings Users with appropriate privileges can also publish their portlet customizations for other users to use

Managing portlet components

Portlet components are easily managed through the use of an integrated navigator tool that allows developers to access perform actions on (browsing granting privileges exporting and deleting) and keep track of related components and database objects

Partners and Community Partners

Oracle PartnerNetwork is a community a portal an interaction center and a worldwide business platform for companies who build their business around Oracles products and solutions By joining Oracle PartnerNetwork you have new opportunities to align Oracles technologies with your solutions and customers needs and increase revenue and profit We offer more than just products and solutions We offer our partners confidence in knowing they selected a stable and innovative company that takes partnership excellence seriously Learn how to accelerate success by becoming a member

Once a member of OPN you may register an interest in specific product focus areas to obtain the specific tools you need and to access program benefits Youll also have the opportunity to go to market with Oracle through business development initiatives

The Oracle Application Server Product Focus is open to all partners who share Oracles vision for an integrated enterprise wide application server solution and who want to develop solutions using Oracles framework The Oracle framework is used for developing and managing applications enterprise portals and mobile solutions Industry leaders are joining the Oracle Application Server Product Focus to provide scalable reliable and integrated solutions to their customers

Not a Member Oracle PartnerNetwork members gain access to exclusive benefits tools and resources Learn how to accelerate your success by becoming a member

Already an OPN Member Have your OPN Administrator declare your interest in Oracle Application Server If you are an Oracle partner declare your interest now in the Application Server Product Focus by contacting your companyrsquos OPN Primary Administrator to ensure the Application Server Product Focus is selected in your profile

Oracle Portal 10g Release 2 Technical Overview Page 16

OPN Administrators - Declare your Product Focus If your company would like to participate with Oracle in the Application Server Product Focus please ensure it is selected in your profile

Portal Developer Services

Oracle Portal Developer Services on OTN provides the Portal developer with all of the latest technology and content related to Oracle Portal making it the quickest way for developers to build and test portals and portlets

By subscribing to Oracle Portal Developer Services you can access a number of services and resources available exclusively to the Portal developer community Not only is it possible to access the development team within Oracle but also to tap into the greater community of Portal developers who have developed expertise in working with portlets Subscribers can also publish their own Portal development knowledge and experience

Subscribers to Portal Developer Services can

bull Build portlets using the Oracle Portal Developer Kit (PDK) As a subscriber you can download pre-release versions of the Oracle PDK You also get exclusive access to the latest how-to articles and development tools to help you build your own portlets

bull Register and test portlets on Oracle Portal Verification Service You can host and test your own portlets on the Oracle Portal Verification Service without having to install and manage your own Portal instance

bull Exchange knowledge with fellow community subscribers Take advantage of all that the Oracle Portal community has to offer As a subscriber you can share Portal development knowledge with fellow community subscribers Upon registration subscribers receive a community folder on Portal Center where they can upload portlet code and portal development insights (up to 4 MB)

bull Participate in subscriber surveys Subscribers may participate in quick polls and detailed surveys published specifically to gather feedback on important topics In particular there is an opportunity to rate articles samples and other content based on their effectiveness

bull Receive newsletter updates Subscribers receive an Oracle Portal Developer newsletter that provides information on the latest content and software related to Portal development

Application Integration

Portal Integration Solutions

Portal Integration (POINT) offers portlets that allow Oracle Portal users to integrate various applications to their portal The following portlets are released as

Oracle Portal 10g Release 2 Technical Overview Page 17

production portlets and are supported by Oracle Support for customers who have appropriate support contracts

bull Lotus Notes Portlet

bull Microsoft Exchange 2000 Portlet

Any other portlets including the following are samples released for test evaluation and education purposes They are not supported through formal Oracle Support mechanisms

bull SAP Generic Portlet

bull SAP Specific Portlets for finance human resources sales and inventory

bull IMAP Portlet

bull SMTP Portlet

bull SMS Portlet

bull IBM Tn3270 Portlet

bull Telnet Portlet

bull Unified Messaging System Portlet

bull Discussion Forum Portlet

bull Site Indexing Portlet

All these portlets are available as free download to Developer Services subscribers Oracle Portal Developer Services is a free subscription to access visit httpportalcenteroraclecom

Integrating with the Oracle E-Business Suite

Pre-built portlets that enable direct access to applications data from the portal are available as part of Oracle Applications 11i All of these portlets are integrated to take advantage of single sign-on as a partner application These portlets are role based and ship in three major categories

bull Daily Business Intelligence Portlets Portlets included with the Daily Business Intelligence product family

bull End-User Portlets Portlets that are useful for Oracle E-Business Suite Release 11i end-users Portlets in this category may be added to default Portal pages for Oracle E-Business Suite Release 11i users or made available to users to add to their own custom pages

bull Applications System Administrator Portlets Portlets that are primarily useful for Oracle E-Business Suite Release 11i system administrators and other non-production purposes Portlets in this category are neither generally useful nor appropriate for end users

Oracle Portal 10g Release 2 Technical Overview Page 18

Integrating with Oracle Collaboration Suite

Pre-built portlets that enable direct access to Oracle Collaboration Suite components and data from the portal are available as part of Oracle Collaboration Suite All of these portlets are integrated to take advantage of single sign-on as a partner application

Integrating enterprise applications

Oracle Application Server Integration is a component comprised of Workflow Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and the OracleAS JCA Adapters which provide connectivity to a host of existing applications and services such as SAP PeopleSoft Siebel MQ Series FTP JMS and others Oracle Portal can use Oracle Integration as the interface to 3rd party enterprise applications This greatly simplifies the integration from the portal perspective by giving you a single mechanism to get at the data from any application

Automating business processes

Portal implementations frequently want to integrate their business processes into their enterprise portal Using the capabilities of Oracle Workflow portal implementations can route information of any type according to user-defined business rules to model automate and continuously improve business practices Both traditional applications-based workflows as well as e-business integration workflows are supported

DEPLOYMENT SUPPORT A complete Oracle Portal installation provides a deployment platform that provides the essential underlying services that a portal needs in a pre-integrated framework As a fundamental service of the Oracle Application Server Oracle Portal leverages the key underlying grid computing capabilities it provides

Grid Computing and Oraclersquos Grid Computing Offering Grid computing is a new software architecture designed to effectively pool together large amounts of low cost modular storage and servers to create a virtual computing resource across which work can be transparently distributed to use capacity very efficiently at low cost and with very high availability The resources in a grid can include storage servers databases application servers and applications By pooling resources together Grid Computing can offer dependable consistent pervasive and inexpensive access to these resources regardless of their location and when needed thereby fulfilling the need for computing capacity on-demand

Oracle offers a comprehensive solution to manage information and run Enterprise Applications on Grids using Oracle Database 10g and Oracle Application Server 10G Both Oracle Database 10g and Oracle Application Server 10g can be managed

Oracle Portal 10g Release 2 Technical Overview Page 19

in a Grid Computing environment using Oracle Grid Control Together these products address the challenges faced by IT organizations today

bull Radically Reduce or Eliminate Excess Computing Capacity by automatically load balancing workloads to use spare capacity efficiently eliminating ldquoislands of computationrdquo

bull Modular Inexpensive Capacity Growth by adding capacity on-demand in low cost modular units

bull Radically Lower Cost of Management by centralizing administration of the resources in a Grid and automating provisioning and administration tasks across these resources

Oracle Application Server 10g and Its Benefits Oracle Application Server 10g the next generation of Oraclersquos Integrated Software Infrastructure for Enterprise Applications has been designed to enable Grid Computing It has been designed to effectively pool together large numbers of low cost servers to create a virtual computing resource across which Enterprise Applications can be transparently distributed to use capacity very efficiently at low cost and with very high availability Any existing application that runs on Oracle Application Server can transparently take advantage of Grid Computing without any changes Service-Oriented Applications will find additional benefits when deployed in a Grid Oracle Application Server 10g provides a number of Grid Computing features most importantly

bull Radically Reduce or Eliminate Excess Computing Capacity through Policy-Based Resource Management Metrics-based Workload Management and a variety of advanced back-up disaster recovery and clustered fail-over solutions to provide maximum availability in a Grid

bull Modular Inexpensive Capacity Growth through Automated Installation Configuration and Software Provisioning (including both software cloning and patch management) across hundreds of nodes in a Grid

bull Radically Lower Cost of Management and eliminate human errors in management through Centralized Systems Monitoring Unified Application Server Cluster Management (including Cluster Monitoring Cluster Optimization and Cluster-wide Application Deployment) and centralized Identity Management across a Grid

Out of the box Oracle Portal is integrated with the directory server Web cache J2EE server and other services to provide a complete platform that is critical for a successful portal deployment The following sections describe the architecture and deployment services leveraged by Oracle Portal

Oracle Portal 10g Release 2 Technical Overview Page 20

Performance and Architecture Oracle Portal is an integral component of the Oracle Application Server The Oracle Application Server has a flexible deployment model that supports a variety of configurations on a broad set of hardware and operating systems for highly scalable performance

Figure 3 MyOracleCom architecture

Assembling pages and portlets

The portal architecture includes a highly tuned multi-threaded servlet engine to retrieve portlet content manage caching assemble Portal pages and deliver completed pages all in parallel Because the engine is deployed on OracleAS Containers for J2EE (OC4J) Oracles highly scalable award winning J2EE framework performance is truly maximized The architecture minimizes hardware costs by enabling the use of commodity hardware deployed within a server farm

Pre-built portlets

Oracle Portal itself is fully portlet enabled All major administration development and end user functions within the portal are accessed via a portlet (see Figure 3) Oracle Portal ships with a set of pre-built portlets installed and configured for portal development portal administration and general use by portal users

bull Portlet DevelopmentmdashAccess developer information from httpportalcenteroraclecom create and manage Portal page groups and

Oracle Portal 10g Release 2 Technical Overview Page 21

providers find a portal object display objects most recently creatededited and create a portlet from HTML source

bull Portal AdministrationmdashCreate and manage users and user accounts and profiles create and manage user groups administer global settings and defaults registermanage local portlet providers set Portal language enable portlet login navigate among Portal objects search for users and add and manage local and remote Portal nodes

bull Database AdministrationmdashCreate and manage database schemas create and manage database roles import database objects that have been exported and access reports about the Portal database

bull End UsermdashStore and retrieve frequently accessed URLs search for content within a page group store and retrieve searches access external applications and loginlogout

Figure 3 Oracle Portal is pre-configured with pages and portlets for portal development and administration

Caching page and page content

A fully integrated intelligent cache enables the highest level of performance by minimizing unnecessary re-generation of Portal pages and portlet content Oracle Portal takes full advantage of Oracle Application Server Web Cache Oracles patented in-memory caching technology OracleAS Web Cache combines caching compression and assembly technologies to accelerate the delivery of both static and dynamically generated portal content It also provides back-end Web server

Oracle Portal 10g Release 2 Technical Overview Page 22

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 9: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

(Enterprise Application Integration) BPM B2B BAM and more Oracle Application Server Integration also provide a BPEL Process Manager that interoperates seamlessly with all of the integration tools such as Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and OracleAS JCA Adapters to expose and transform data into a portlet-ready format Successful also means fostering a growing community of developers and partners who contribute to the success of Oracle Portal

Standards and Platforms Oracle Portal fully embraces Internet Standards such as J2EE Web Services JavaScript XML and other languages It also incorporates capabilities that support a standards-based IT infrastructure including support for the WebDAV HTTP and Wireless protocols

Portlets and Providers

All major portal vendors today display snippets of information in discrete amounts on their pages The standard term for referring to these areas of data on the Portal page is ldquoportletrdquo and in this matter Oracle Portal has always been one of the leaders

Portlet Providers

Applications or information sources represented as portlets communicate with the portal through an entity called a provider Each portlet must have one and only one provider A provider may have one or more portlets that expose an underlying application or information source Once a provider is registered with a Portal instance its portlets are available for placement on a Portal page on that Portal instance

A Portal page may be constructed of portlets from providers defined within the pagersquos portal instance as well as providers located on one or more remote Web servers

Providers may be used to arrange portlets into meaningful groups For example portlets that access marketing collateral may be grouped under a marketing provider Similarly components created to access financial data from an accounts payable application may be grouped under an accounts payable provider

Provider groups may be used to group providers and ease multiple provider registration You typically use provider groups to organize providers into logical groups regardless of their physical location This also simplifies the provider registration process by allowing you to publish provider groups to portals and register providers in a provider group using a single click Like a provider you access it from a URL

Providers may be developed in a number of ways using various different technologies from programmatic to declarative depending upon the

Oracle Portal 10g Release 2 Technical Overview Page 9

implementation of the source application that the portlet is exposing Providers may be installed and hosted on either local or remote Web servers If you are using a remote Web server it does not have to be the Oracle Application Server it can be any certified application server such as WebSphere Weblogic or Tomcat

Portlets exposed via a Web provider may be coded in any language (Java C C++ etc) or exposed in a declarative manner by merely referencing and optionally applying an XSL transformation to an available URL (or in the case of Web Services a WSDL document) In addition these portlets may access any database via JDBC (or native drivers for Oracle Database 10g) The PDK-Java may even be used to take a legacy information source and expose it as HTML or even MobileXML for wireless devices Long-term Oracle customers may also easily leverage existing Oracle PLSQL skills to create PLSQL providers for both local and remote Oracle databases However PLSQL providers may only be exposed via the Oracle Application Server

Communication between the Portal Engine and the provider is via SOAP over HTTP which allows for firewalls to be used to separate remote providers from the Portal middle tier In the case of a PLSQL provider a PLSQL Adapter receives the SOAP call and then calls the relevant PLSQL API

Portlets

Portlets summarize promote or provide basic access to an information resource The information resources themselves can take on many forms and be used for many purposes A growing library of portlets gives portal developers a variety of development options and the ability to select the most appropriate approach This library consists of pre-built and integrated portlets that are bundled with Oracle Portal portlets made available by Oracle partners and portlets created to access customer-specific information

JSR-168 and WSRP

The Organization for the Advancement of Structured Information Standards (OASIS) Web Services for Remote Portlets (WSRP) and the Java Community Process (JCP) Java Specification Request (JSR) 168 standards both enable the interoperability of portlets across different portal platforms Oracle Portalrsquos current architecture already adheres to the design principles of OASIS WSRP and JSR168 as a result Oracle has been able to contribute significantly to the WSRP specification Oracle is also a member of the expert group for JSR168 and one of the primary advocates in the JSR168 process for ensuring compatibility with WSRP Oraclersquos leadership and support for these standards will allow customers and partners to integrate standards-based portals and portlets into Oracle Portal with minimal development effort

Oracle Portal 10g Release 2 Technical Overview Page 10

Portal Verification Service

Oracle is offering a hosted Portal verification service This service allows vendors building WSRP producers to test that their implementations run in Oracles environment It provides an environment for registering your WSRP producer and adding its portlets to a Portal page The service also contains an Oracle WSRP producer containing sample portlets implemented using Oracles standards based Portal Developer Kit This PDK allows you to build and deploy JSR 168 portlets in a remote environment based on WSRP

This service is available at httpportalstandardsoraclecom

Deploying J2EE applications

The Oracle Application Server provides the most complete J2EE implementation in the application server market Any J2EE feature can be used to declaratively construct portlets including JSPrsquos servlets EJB JCA Java Struts JAAS and others

Accessing amp Deploying JSP Pages

Organizations that have existing Web interfaces built with HTML or Java Server Pages (JSP) or who prefer to develop and maintain their code using industry standard Java can access portlets and even build entire Portal pages using the JSP model Portal developers using JSPrsquos can make full use of the portal infrastructure for functionality such as Single Sign-On and object access privileges

There are two ways to use a JSP to include portlet instances one is as a JSP held external to the Oracle Application Server Metadata Repository and the other is as a JSP managed inside the OracleAS Metadata Repository In either case the JSP may have either been built entirely external to Oracle Portal or may have been exported from an existing Portal page definition and subsequently edited

For those developers who want to use their own Java editors to build their Portal Pages Oracle Portal provides a tag library of hooks needed to access portlets in the portal and to use the portal infrastructure such as object privileges As a developer you therefore have complete control over the layout and behavior of the Portal page

Developers may also generate a JSP file from an existing Portal page that they can edit using their own Java editors The first step is to copy a Portal page to a JSP which causes a JSP generator to traverse through the page for the user interface and metadata elements and generate a file with the appropriate JSP tags The metadata elements of the page are represented in an XML structure and include the details of externally published portlets page parameters portlet parameters events and so forth The user interface elements of the page are represented via a URL referring to the CSS used in the portlets

To enable this functionality you do the following

bull Enable JSP access to a page group

Oracle Portal 10g Release 2 Technical Overview Page 11

bull Create externally published portlets that are instances of portlets that will be part of the JSP

bull In the JSP include tags from the tag library that reference the page group and externally published portlets

The following JSP example runs a portlet and passes a parameter

lt page contentType=texthtml charset=UTF-8 gt lt taglib prefix=portal uri=WEBINFlibwwjpstagjargt

ltportalusePortal pagegroup=MyPageGroupgt ltportalshowPortlet name=StockQuotegt ltportalparameter name=ticker value=ORCLgt ltportalshowPortletgt

Notice that the usePortal tag names a page group but not a portal In this case a default portal parameter is being read from the wwjpsxml configuration file You must configure this file to run external JSPs that access portal content

You may also load the JSP file created using the above methods into Oracle Portal and create an internally managed Portal page based on the JSP To do this you specify either the JSP or JAR or WAR file and indicate the initial JSP (a WAR file may contain multiple JSPs) Once the file is created you can set security enable caching and add parameters

Exchanging and accessing data

Open Internet standards such as HTTP XML and SOAP are built into Oracle Portals architecture and utilized for exchanging data among Portal instances and remote applications Standards-based applications and services (including Web Services) are easily incorporated into the Portal environment using the framework in the Oracle Portal Developer Kit (PDK)

Servicing HTTP requests

At the heart of the Oracle HTTP server component is the Apache Web server the worlds most popular Internet Web server

Servicing Wireless Requests - Get Information from Anywhere

Desktop or Mobile Browser

Besides standard Web browsers you can access Oracle Portal pages from wireless clients Working in conjunction with Oracle Application Server Wireless the Portal automatically transforms the Portal page structure to a form appropriate for the smaller screen devices common for wireless clients Portlets on this page are limited to those that are additionally capable of generating Oracles MobileXML

Oracle Portal 10g Release 2 Technical Overview Page 12

content type MobileXML is a markup language that hides the differences in markup syntax used by differing wireless clients

Wireless Enable any Technology

Oracle Portalrsquos built-in database provider components generate MobileXML in response to mobile requests Additionally the Oracle PDK allows coded portlets to detect and respond to mobile requests To enable this you do not have to change your existing code in any way you merely need to add an extra module to your portlet that contains the appropriate rendering logic for the intended device This allows any technology (Web Services J2EE NET etc) to be deployed on a wireless device as a portlet

Full Development Control

For fine-grained control of the page structure displayed on mobile clients Oracle Portal provides a complimentary set of page design tools oriented towards the wireless (small device) experience Thus you can build a distinct portal structure for wireless users Portlet instances can be shared between a mobile portal and its standard desktop counterpart allowing you to present a common set of portlets whose customizations are identical This provides a more natural feel as a user who customizes a portlet in their standard portal will see the effect in the portlet in the mobile portal

Deploying on a variety of platforms

The Oracle Application Server is available on Windows NT2000XP and all of the most popular UNIX platforms including Solaris Linux HP-UX AIX and Compaq Tru64

Rich Portlet Development Environment Oracle Portal includes a declarative environment and extensibility features that makes it easy for developers to expose enterprise data as portlets

OmniPortlet

OmniPortlet is a component of Oracle Portal that helps the page designer to quickly publish data from different data sources (CSV XML Web Services JCA SQL and Web Page) and render them in any layout (tabular chart form list News)

Web Clipping

The Web Clipping Portlet assists with extracting specific portions or clippings (for example data in an HTML table) of Web page content the page developer can browse to the desired Web page deconstruct the page into clippingsrdquo and preview the selected clipping in the portlet itself

Oracle Portal 10g Release 2 Technical Overview Page 13

Portlet Builder

Portlet developers can choose from thirteen data-driven components to create portlets that interact with enterprise data in an Oracle database or other data sources Components include JavaScript-enhanced data entry forms customizable HTML bar charts and column-style reports that produce results in HTML plain text or MS Excel format A wizard-based declarative design environment guides developers through the steps of building the portlet No scripting or in-depth knowledge of SQL syntax is required Experienced users can insert their own SQL statements to drive their portlets with customized logic

You may use the build wizards accessible from the Navigator to create components or they may be developed in-place on a Portal page The build wizard produces a PLSQL stored procedure that is stored in the database When executed the stored procedure dynamically renders the HTML and JavaScript code that displays the component

The Oracle Portal components you can build are

bull Form - Displays a customized form that can be used as an interface for updating tables executing stored procedures and generating other customized forms You can build three types of forms

o A form based on a table or view enables end users to insert update and delete data in a database table or view

o A master-detail form displays a master row and multiple detail rows within a single HTML page The form contains fields for updating values in two database tables or views

o A form based on a procedure enables end users to insert update and delete data in a database stored procedure

bull Report - Displays data you select from the database table or view in a report The report can have tabular form or custom layout

bull Chart - Displays data you select from a database table or view as a bar chart

bull Data Component - Displays data in spreadsheet format

bull Calendar - Displays data you select from a database table or view as a calendar

bull Dynamic Page - Displays dynamically generated HTML content on a Web page

bull Hierarchy - Displays data you select from a database table or view as a graphical hierarchy of items containing up to three levels

bull Menu - Displays an HTML-based menu containing hyperlinked options to other menus Oracle Portal components or URLs

Oracle Portal 10g Release 2 Technical Overview Page 14

bull Frame Driver - Displays a Web page with two frames End user queries in one frame control the contents of the other frame

bull Link - Displays a clickable link that provides a hypertext jump between Oracle Portal components and other components component customization forms or any HTML page

bull List of Values - Enables end users to choose entry field values in a form or component customization form You can use LOVs when creating components to pre-select the possible values in an entry field The end user clicks the mouse to select a value rather than type it You can also build LOVs based on other LOVs

bull URL - Displays the contents of a URL

bull XML - Displays an XML page as well as optionally applying an XSL stylesheet

The component publishing service also includes five shared components that are leveraged to extend the functionality of the thirteen components described above These shared components are JavaScript User Interface Template Color Definition Image Definition and Font Definition

Oracle Portal Developer Kit (PDK)

Using the Oracle PDK developers can build custom portlets that interact with customer-specific content or applications At a high level the Oracle PDK offers several feature sets including the ability to incorporate off-the-shelf Web Services additional J2EE services and any Web-accessible content In addition developers may also implement portlets as extensions of their existing Web development environment using Java technologies (servlets Java Server Pages) CGI technologies (C C++ etc) scripting languages (Perl PHP) Active Server Pages or as stored procedures (PLSQL or Java) The Oracle PDK provides a gentle slope that allows developers to quickly integrate their existing applications and gradually add portal functionality This minimizes the upfront investment required to build portlets and allows developers to better reuse existing components

Portlet providers may enforce security on their portlet by leveraging the single sign-on features within the portlet architecture In addition developers can take advantage of a set of API-level services in their provider and portlet code The services are provided as a convenience to the developer and their use is optional

For more information on the Oracle PDK visit httpportalcenteroraclecom

Customizing Portlets

Per user and per instance-level portlet personalization offer significant productivity gains to both the Portal developer and the Portal user After a developer creates a portlet definition with a default display a page designer can customize that definition to meet the needs of a particular community Individual users within that

Oracle Portal 10g Release 2 Technical Overview Page 15

community can then apply their own customizations to the very same definition Multiple instances of the same portlet can be added to a single page each with its own independent personalization settings Users with appropriate privileges can also publish their portlet customizations for other users to use

Managing portlet components

Portlet components are easily managed through the use of an integrated navigator tool that allows developers to access perform actions on (browsing granting privileges exporting and deleting) and keep track of related components and database objects

Partners and Community Partners

Oracle PartnerNetwork is a community a portal an interaction center and a worldwide business platform for companies who build their business around Oracles products and solutions By joining Oracle PartnerNetwork you have new opportunities to align Oracles technologies with your solutions and customers needs and increase revenue and profit We offer more than just products and solutions We offer our partners confidence in knowing they selected a stable and innovative company that takes partnership excellence seriously Learn how to accelerate success by becoming a member

Once a member of OPN you may register an interest in specific product focus areas to obtain the specific tools you need and to access program benefits Youll also have the opportunity to go to market with Oracle through business development initiatives

The Oracle Application Server Product Focus is open to all partners who share Oracles vision for an integrated enterprise wide application server solution and who want to develop solutions using Oracles framework The Oracle framework is used for developing and managing applications enterprise portals and mobile solutions Industry leaders are joining the Oracle Application Server Product Focus to provide scalable reliable and integrated solutions to their customers

Not a Member Oracle PartnerNetwork members gain access to exclusive benefits tools and resources Learn how to accelerate your success by becoming a member

Already an OPN Member Have your OPN Administrator declare your interest in Oracle Application Server If you are an Oracle partner declare your interest now in the Application Server Product Focus by contacting your companyrsquos OPN Primary Administrator to ensure the Application Server Product Focus is selected in your profile

Oracle Portal 10g Release 2 Technical Overview Page 16

OPN Administrators - Declare your Product Focus If your company would like to participate with Oracle in the Application Server Product Focus please ensure it is selected in your profile

Portal Developer Services

Oracle Portal Developer Services on OTN provides the Portal developer with all of the latest technology and content related to Oracle Portal making it the quickest way for developers to build and test portals and portlets

By subscribing to Oracle Portal Developer Services you can access a number of services and resources available exclusively to the Portal developer community Not only is it possible to access the development team within Oracle but also to tap into the greater community of Portal developers who have developed expertise in working with portlets Subscribers can also publish their own Portal development knowledge and experience

Subscribers to Portal Developer Services can

bull Build portlets using the Oracle Portal Developer Kit (PDK) As a subscriber you can download pre-release versions of the Oracle PDK You also get exclusive access to the latest how-to articles and development tools to help you build your own portlets

bull Register and test portlets on Oracle Portal Verification Service You can host and test your own portlets on the Oracle Portal Verification Service without having to install and manage your own Portal instance

bull Exchange knowledge with fellow community subscribers Take advantage of all that the Oracle Portal community has to offer As a subscriber you can share Portal development knowledge with fellow community subscribers Upon registration subscribers receive a community folder on Portal Center where they can upload portlet code and portal development insights (up to 4 MB)

bull Participate in subscriber surveys Subscribers may participate in quick polls and detailed surveys published specifically to gather feedback on important topics In particular there is an opportunity to rate articles samples and other content based on their effectiveness

bull Receive newsletter updates Subscribers receive an Oracle Portal Developer newsletter that provides information on the latest content and software related to Portal development

Application Integration

Portal Integration Solutions

Portal Integration (POINT) offers portlets that allow Oracle Portal users to integrate various applications to their portal The following portlets are released as

Oracle Portal 10g Release 2 Technical Overview Page 17

production portlets and are supported by Oracle Support for customers who have appropriate support contracts

bull Lotus Notes Portlet

bull Microsoft Exchange 2000 Portlet

Any other portlets including the following are samples released for test evaluation and education purposes They are not supported through formal Oracle Support mechanisms

bull SAP Generic Portlet

bull SAP Specific Portlets for finance human resources sales and inventory

bull IMAP Portlet

bull SMTP Portlet

bull SMS Portlet

bull IBM Tn3270 Portlet

bull Telnet Portlet

bull Unified Messaging System Portlet

bull Discussion Forum Portlet

bull Site Indexing Portlet

All these portlets are available as free download to Developer Services subscribers Oracle Portal Developer Services is a free subscription to access visit httpportalcenteroraclecom

Integrating with the Oracle E-Business Suite

Pre-built portlets that enable direct access to applications data from the portal are available as part of Oracle Applications 11i All of these portlets are integrated to take advantage of single sign-on as a partner application These portlets are role based and ship in three major categories

bull Daily Business Intelligence Portlets Portlets included with the Daily Business Intelligence product family

bull End-User Portlets Portlets that are useful for Oracle E-Business Suite Release 11i end-users Portlets in this category may be added to default Portal pages for Oracle E-Business Suite Release 11i users or made available to users to add to their own custom pages

bull Applications System Administrator Portlets Portlets that are primarily useful for Oracle E-Business Suite Release 11i system administrators and other non-production purposes Portlets in this category are neither generally useful nor appropriate for end users

Oracle Portal 10g Release 2 Technical Overview Page 18

Integrating with Oracle Collaboration Suite

Pre-built portlets that enable direct access to Oracle Collaboration Suite components and data from the portal are available as part of Oracle Collaboration Suite All of these portlets are integrated to take advantage of single sign-on as a partner application

Integrating enterprise applications

Oracle Application Server Integration is a component comprised of Workflow Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and the OracleAS JCA Adapters which provide connectivity to a host of existing applications and services such as SAP PeopleSoft Siebel MQ Series FTP JMS and others Oracle Portal can use Oracle Integration as the interface to 3rd party enterprise applications This greatly simplifies the integration from the portal perspective by giving you a single mechanism to get at the data from any application

Automating business processes

Portal implementations frequently want to integrate their business processes into their enterprise portal Using the capabilities of Oracle Workflow portal implementations can route information of any type according to user-defined business rules to model automate and continuously improve business practices Both traditional applications-based workflows as well as e-business integration workflows are supported

DEPLOYMENT SUPPORT A complete Oracle Portal installation provides a deployment platform that provides the essential underlying services that a portal needs in a pre-integrated framework As a fundamental service of the Oracle Application Server Oracle Portal leverages the key underlying grid computing capabilities it provides

Grid Computing and Oraclersquos Grid Computing Offering Grid computing is a new software architecture designed to effectively pool together large amounts of low cost modular storage and servers to create a virtual computing resource across which work can be transparently distributed to use capacity very efficiently at low cost and with very high availability The resources in a grid can include storage servers databases application servers and applications By pooling resources together Grid Computing can offer dependable consistent pervasive and inexpensive access to these resources regardless of their location and when needed thereby fulfilling the need for computing capacity on-demand

Oracle offers a comprehensive solution to manage information and run Enterprise Applications on Grids using Oracle Database 10g and Oracle Application Server 10G Both Oracle Database 10g and Oracle Application Server 10g can be managed

Oracle Portal 10g Release 2 Technical Overview Page 19

in a Grid Computing environment using Oracle Grid Control Together these products address the challenges faced by IT organizations today

bull Radically Reduce or Eliminate Excess Computing Capacity by automatically load balancing workloads to use spare capacity efficiently eliminating ldquoislands of computationrdquo

bull Modular Inexpensive Capacity Growth by adding capacity on-demand in low cost modular units

bull Radically Lower Cost of Management by centralizing administration of the resources in a Grid and automating provisioning and administration tasks across these resources

Oracle Application Server 10g and Its Benefits Oracle Application Server 10g the next generation of Oraclersquos Integrated Software Infrastructure for Enterprise Applications has been designed to enable Grid Computing It has been designed to effectively pool together large numbers of low cost servers to create a virtual computing resource across which Enterprise Applications can be transparently distributed to use capacity very efficiently at low cost and with very high availability Any existing application that runs on Oracle Application Server can transparently take advantage of Grid Computing without any changes Service-Oriented Applications will find additional benefits when deployed in a Grid Oracle Application Server 10g provides a number of Grid Computing features most importantly

bull Radically Reduce or Eliminate Excess Computing Capacity through Policy-Based Resource Management Metrics-based Workload Management and a variety of advanced back-up disaster recovery and clustered fail-over solutions to provide maximum availability in a Grid

bull Modular Inexpensive Capacity Growth through Automated Installation Configuration and Software Provisioning (including both software cloning and patch management) across hundreds of nodes in a Grid

bull Radically Lower Cost of Management and eliminate human errors in management through Centralized Systems Monitoring Unified Application Server Cluster Management (including Cluster Monitoring Cluster Optimization and Cluster-wide Application Deployment) and centralized Identity Management across a Grid

Out of the box Oracle Portal is integrated with the directory server Web cache J2EE server and other services to provide a complete platform that is critical for a successful portal deployment The following sections describe the architecture and deployment services leveraged by Oracle Portal

Oracle Portal 10g Release 2 Technical Overview Page 20

Performance and Architecture Oracle Portal is an integral component of the Oracle Application Server The Oracle Application Server has a flexible deployment model that supports a variety of configurations on a broad set of hardware and operating systems for highly scalable performance

Figure 3 MyOracleCom architecture

Assembling pages and portlets

The portal architecture includes a highly tuned multi-threaded servlet engine to retrieve portlet content manage caching assemble Portal pages and deliver completed pages all in parallel Because the engine is deployed on OracleAS Containers for J2EE (OC4J) Oracles highly scalable award winning J2EE framework performance is truly maximized The architecture minimizes hardware costs by enabling the use of commodity hardware deployed within a server farm

Pre-built portlets

Oracle Portal itself is fully portlet enabled All major administration development and end user functions within the portal are accessed via a portlet (see Figure 3) Oracle Portal ships with a set of pre-built portlets installed and configured for portal development portal administration and general use by portal users

bull Portlet DevelopmentmdashAccess developer information from httpportalcenteroraclecom create and manage Portal page groups and

Oracle Portal 10g Release 2 Technical Overview Page 21

providers find a portal object display objects most recently creatededited and create a portlet from HTML source

bull Portal AdministrationmdashCreate and manage users and user accounts and profiles create and manage user groups administer global settings and defaults registermanage local portlet providers set Portal language enable portlet login navigate among Portal objects search for users and add and manage local and remote Portal nodes

bull Database AdministrationmdashCreate and manage database schemas create and manage database roles import database objects that have been exported and access reports about the Portal database

bull End UsermdashStore and retrieve frequently accessed URLs search for content within a page group store and retrieve searches access external applications and loginlogout

Figure 3 Oracle Portal is pre-configured with pages and portlets for portal development and administration

Caching page and page content

A fully integrated intelligent cache enables the highest level of performance by minimizing unnecessary re-generation of Portal pages and portlet content Oracle Portal takes full advantage of Oracle Application Server Web Cache Oracles patented in-memory caching technology OracleAS Web Cache combines caching compression and assembly technologies to accelerate the delivery of both static and dynamically generated portal content It also provides back-end Web server

Oracle Portal 10g Release 2 Technical Overview Page 22

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 10: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

implementation of the source application that the portlet is exposing Providers may be installed and hosted on either local or remote Web servers If you are using a remote Web server it does not have to be the Oracle Application Server it can be any certified application server such as WebSphere Weblogic or Tomcat

Portlets exposed via a Web provider may be coded in any language (Java C C++ etc) or exposed in a declarative manner by merely referencing and optionally applying an XSL transformation to an available URL (or in the case of Web Services a WSDL document) In addition these portlets may access any database via JDBC (or native drivers for Oracle Database 10g) The PDK-Java may even be used to take a legacy information source and expose it as HTML or even MobileXML for wireless devices Long-term Oracle customers may also easily leverage existing Oracle PLSQL skills to create PLSQL providers for both local and remote Oracle databases However PLSQL providers may only be exposed via the Oracle Application Server

Communication between the Portal Engine and the provider is via SOAP over HTTP which allows for firewalls to be used to separate remote providers from the Portal middle tier In the case of a PLSQL provider a PLSQL Adapter receives the SOAP call and then calls the relevant PLSQL API

Portlets

Portlets summarize promote or provide basic access to an information resource The information resources themselves can take on many forms and be used for many purposes A growing library of portlets gives portal developers a variety of development options and the ability to select the most appropriate approach This library consists of pre-built and integrated portlets that are bundled with Oracle Portal portlets made available by Oracle partners and portlets created to access customer-specific information

JSR-168 and WSRP

The Organization for the Advancement of Structured Information Standards (OASIS) Web Services for Remote Portlets (WSRP) and the Java Community Process (JCP) Java Specification Request (JSR) 168 standards both enable the interoperability of portlets across different portal platforms Oracle Portalrsquos current architecture already adheres to the design principles of OASIS WSRP and JSR168 as a result Oracle has been able to contribute significantly to the WSRP specification Oracle is also a member of the expert group for JSR168 and one of the primary advocates in the JSR168 process for ensuring compatibility with WSRP Oraclersquos leadership and support for these standards will allow customers and partners to integrate standards-based portals and portlets into Oracle Portal with minimal development effort

Oracle Portal 10g Release 2 Technical Overview Page 10

Portal Verification Service

Oracle is offering a hosted Portal verification service This service allows vendors building WSRP producers to test that their implementations run in Oracles environment It provides an environment for registering your WSRP producer and adding its portlets to a Portal page The service also contains an Oracle WSRP producer containing sample portlets implemented using Oracles standards based Portal Developer Kit This PDK allows you to build and deploy JSR 168 portlets in a remote environment based on WSRP

This service is available at httpportalstandardsoraclecom

Deploying J2EE applications

The Oracle Application Server provides the most complete J2EE implementation in the application server market Any J2EE feature can be used to declaratively construct portlets including JSPrsquos servlets EJB JCA Java Struts JAAS and others

Accessing amp Deploying JSP Pages

Organizations that have existing Web interfaces built with HTML or Java Server Pages (JSP) or who prefer to develop and maintain their code using industry standard Java can access portlets and even build entire Portal pages using the JSP model Portal developers using JSPrsquos can make full use of the portal infrastructure for functionality such as Single Sign-On and object access privileges

There are two ways to use a JSP to include portlet instances one is as a JSP held external to the Oracle Application Server Metadata Repository and the other is as a JSP managed inside the OracleAS Metadata Repository In either case the JSP may have either been built entirely external to Oracle Portal or may have been exported from an existing Portal page definition and subsequently edited

For those developers who want to use their own Java editors to build their Portal Pages Oracle Portal provides a tag library of hooks needed to access portlets in the portal and to use the portal infrastructure such as object privileges As a developer you therefore have complete control over the layout and behavior of the Portal page

Developers may also generate a JSP file from an existing Portal page that they can edit using their own Java editors The first step is to copy a Portal page to a JSP which causes a JSP generator to traverse through the page for the user interface and metadata elements and generate a file with the appropriate JSP tags The metadata elements of the page are represented in an XML structure and include the details of externally published portlets page parameters portlet parameters events and so forth The user interface elements of the page are represented via a URL referring to the CSS used in the portlets

To enable this functionality you do the following

bull Enable JSP access to a page group

Oracle Portal 10g Release 2 Technical Overview Page 11

bull Create externally published portlets that are instances of portlets that will be part of the JSP

bull In the JSP include tags from the tag library that reference the page group and externally published portlets

The following JSP example runs a portlet and passes a parameter

lt page contentType=texthtml charset=UTF-8 gt lt taglib prefix=portal uri=WEBINFlibwwjpstagjargt

ltportalusePortal pagegroup=MyPageGroupgt ltportalshowPortlet name=StockQuotegt ltportalparameter name=ticker value=ORCLgt ltportalshowPortletgt

Notice that the usePortal tag names a page group but not a portal In this case a default portal parameter is being read from the wwjpsxml configuration file You must configure this file to run external JSPs that access portal content

You may also load the JSP file created using the above methods into Oracle Portal and create an internally managed Portal page based on the JSP To do this you specify either the JSP or JAR or WAR file and indicate the initial JSP (a WAR file may contain multiple JSPs) Once the file is created you can set security enable caching and add parameters

Exchanging and accessing data

Open Internet standards such as HTTP XML and SOAP are built into Oracle Portals architecture and utilized for exchanging data among Portal instances and remote applications Standards-based applications and services (including Web Services) are easily incorporated into the Portal environment using the framework in the Oracle Portal Developer Kit (PDK)

Servicing HTTP requests

At the heart of the Oracle HTTP server component is the Apache Web server the worlds most popular Internet Web server

Servicing Wireless Requests - Get Information from Anywhere

Desktop or Mobile Browser

Besides standard Web browsers you can access Oracle Portal pages from wireless clients Working in conjunction with Oracle Application Server Wireless the Portal automatically transforms the Portal page structure to a form appropriate for the smaller screen devices common for wireless clients Portlets on this page are limited to those that are additionally capable of generating Oracles MobileXML

Oracle Portal 10g Release 2 Technical Overview Page 12

content type MobileXML is a markup language that hides the differences in markup syntax used by differing wireless clients

Wireless Enable any Technology

Oracle Portalrsquos built-in database provider components generate MobileXML in response to mobile requests Additionally the Oracle PDK allows coded portlets to detect and respond to mobile requests To enable this you do not have to change your existing code in any way you merely need to add an extra module to your portlet that contains the appropriate rendering logic for the intended device This allows any technology (Web Services J2EE NET etc) to be deployed on a wireless device as a portlet

Full Development Control

For fine-grained control of the page structure displayed on mobile clients Oracle Portal provides a complimentary set of page design tools oriented towards the wireless (small device) experience Thus you can build a distinct portal structure for wireless users Portlet instances can be shared between a mobile portal and its standard desktop counterpart allowing you to present a common set of portlets whose customizations are identical This provides a more natural feel as a user who customizes a portlet in their standard portal will see the effect in the portlet in the mobile portal

Deploying on a variety of platforms

The Oracle Application Server is available on Windows NT2000XP and all of the most popular UNIX platforms including Solaris Linux HP-UX AIX and Compaq Tru64

Rich Portlet Development Environment Oracle Portal includes a declarative environment and extensibility features that makes it easy for developers to expose enterprise data as portlets

OmniPortlet

OmniPortlet is a component of Oracle Portal that helps the page designer to quickly publish data from different data sources (CSV XML Web Services JCA SQL and Web Page) and render them in any layout (tabular chart form list News)

Web Clipping

The Web Clipping Portlet assists with extracting specific portions or clippings (for example data in an HTML table) of Web page content the page developer can browse to the desired Web page deconstruct the page into clippingsrdquo and preview the selected clipping in the portlet itself

Oracle Portal 10g Release 2 Technical Overview Page 13

Portlet Builder

Portlet developers can choose from thirteen data-driven components to create portlets that interact with enterprise data in an Oracle database or other data sources Components include JavaScript-enhanced data entry forms customizable HTML bar charts and column-style reports that produce results in HTML plain text or MS Excel format A wizard-based declarative design environment guides developers through the steps of building the portlet No scripting or in-depth knowledge of SQL syntax is required Experienced users can insert their own SQL statements to drive their portlets with customized logic

You may use the build wizards accessible from the Navigator to create components or they may be developed in-place on a Portal page The build wizard produces a PLSQL stored procedure that is stored in the database When executed the stored procedure dynamically renders the HTML and JavaScript code that displays the component

The Oracle Portal components you can build are

bull Form - Displays a customized form that can be used as an interface for updating tables executing stored procedures and generating other customized forms You can build three types of forms

o A form based on a table or view enables end users to insert update and delete data in a database table or view

o A master-detail form displays a master row and multiple detail rows within a single HTML page The form contains fields for updating values in two database tables or views

o A form based on a procedure enables end users to insert update and delete data in a database stored procedure

bull Report - Displays data you select from the database table or view in a report The report can have tabular form or custom layout

bull Chart - Displays data you select from a database table or view as a bar chart

bull Data Component - Displays data in spreadsheet format

bull Calendar - Displays data you select from a database table or view as a calendar

bull Dynamic Page - Displays dynamically generated HTML content on a Web page

bull Hierarchy - Displays data you select from a database table or view as a graphical hierarchy of items containing up to three levels

bull Menu - Displays an HTML-based menu containing hyperlinked options to other menus Oracle Portal components or URLs

Oracle Portal 10g Release 2 Technical Overview Page 14

bull Frame Driver - Displays a Web page with two frames End user queries in one frame control the contents of the other frame

bull Link - Displays a clickable link that provides a hypertext jump between Oracle Portal components and other components component customization forms or any HTML page

bull List of Values - Enables end users to choose entry field values in a form or component customization form You can use LOVs when creating components to pre-select the possible values in an entry field The end user clicks the mouse to select a value rather than type it You can also build LOVs based on other LOVs

bull URL - Displays the contents of a URL

bull XML - Displays an XML page as well as optionally applying an XSL stylesheet

The component publishing service also includes five shared components that are leveraged to extend the functionality of the thirteen components described above These shared components are JavaScript User Interface Template Color Definition Image Definition and Font Definition

Oracle Portal Developer Kit (PDK)

Using the Oracle PDK developers can build custom portlets that interact with customer-specific content or applications At a high level the Oracle PDK offers several feature sets including the ability to incorporate off-the-shelf Web Services additional J2EE services and any Web-accessible content In addition developers may also implement portlets as extensions of their existing Web development environment using Java technologies (servlets Java Server Pages) CGI technologies (C C++ etc) scripting languages (Perl PHP) Active Server Pages or as stored procedures (PLSQL or Java) The Oracle PDK provides a gentle slope that allows developers to quickly integrate their existing applications and gradually add portal functionality This minimizes the upfront investment required to build portlets and allows developers to better reuse existing components

Portlet providers may enforce security on their portlet by leveraging the single sign-on features within the portlet architecture In addition developers can take advantage of a set of API-level services in their provider and portlet code The services are provided as a convenience to the developer and their use is optional

For more information on the Oracle PDK visit httpportalcenteroraclecom

Customizing Portlets

Per user and per instance-level portlet personalization offer significant productivity gains to both the Portal developer and the Portal user After a developer creates a portlet definition with a default display a page designer can customize that definition to meet the needs of a particular community Individual users within that

Oracle Portal 10g Release 2 Technical Overview Page 15

community can then apply their own customizations to the very same definition Multiple instances of the same portlet can be added to a single page each with its own independent personalization settings Users with appropriate privileges can also publish their portlet customizations for other users to use

Managing portlet components

Portlet components are easily managed through the use of an integrated navigator tool that allows developers to access perform actions on (browsing granting privileges exporting and deleting) and keep track of related components and database objects

Partners and Community Partners

Oracle PartnerNetwork is a community a portal an interaction center and a worldwide business platform for companies who build their business around Oracles products and solutions By joining Oracle PartnerNetwork you have new opportunities to align Oracles technologies with your solutions and customers needs and increase revenue and profit We offer more than just products and solutions We offer our partners confidence in knowing they selected a stable and innovative company that takes partnership excellence seriously Learn how to accelerate success by becoming a member

Once a member of OPN you may register an interest in specific product focus areas to obtain the specific tools you need and to access program benefits Youll also have the opportunity to go to market with Oracle through business development initiatives

The Oracle Application Server Product Focus is open to all partners who share Oracles vision for an integrated enterprise wide application server solution and who want to develop solutions using Oracles framework The Oracle framework is used for developing and managing applications enterprise portals and mobile solutions Industry leaders are joining the Oracle Application Server Product Focus to provide scalable reliable and integrated solutions to their customers

Not a Member Oracle PartnerNetwork members gain access to exclusive benefits tools and resources Learn how to accelerate your success by becoming a member

Already an OPN Member Have your OPN Administrator declare your interest in Oracle Application Server If you are an Oracle partner declare your interest now in the Application Server Product Focus by contacting your companyrsquos OPN Primary Administrator to ensure the Application Server Product Focus is selected in your profile

Oracle Portal 10g Release 2 Technical Overview Page 16

OPN Administrators - Declare your Product Focus If your company would like to participate with Oracle in the Application Server Product Focus please ensure it is selected in your profile

Portal Developer Services

Oracle Portal Developer Services on OTN provides the Portal developer with all of the latest technology and content related to Oracle Portal making it the quickest way for developers to build and test portals and portlets

By subscribing to Oracle Portal Developer Services you can access a number of services and resources available exclusively to the Portal developer community Not only is it possible to access the development team within Oracle but also to tap into the greater community of Portal developers who have developed expertise in working with portlets Subscribers can also publish their own Portal development knowledge and experience

Subscribers to Portal Developer Services can

bull Build portlets using the Oracle Portal Developer Kit (PDK) As a subscriber you can download pre-release versions of the Oracle PDK You also get exclusive access to the latest how-to articles and development tools to help you build your own portlets

bull Register and test portlets on Oracle Portal Verification Service You can host and test your own portlets on the Oracle Portal Verification Service without having to install and manage your own Portal instance

bull Exchange knowledge with fellow community subscribers Take advantage of all that the Oracle Portal community has to offer As a subscriber you can share Portal development knowledge with fellow community subscribers Upon registration subscribers receive a community folder on Portal Center where they can upload portlet code and portal development insights (up to 4 MB)

bull Participate in subscriber surveys Subscribers may participate in quick polls and detailed surveys published specifically to gather feedback on important topics In particular there is an opportunity to rate articles samples and other content based on their effectiveness

bull Receive newsletter updates Subscribers receive an Oracle Portal Developer newsletter that provides information on the latest content and software related to Portal development

Application Integration

Portal Integration Solutions

Portal Integration (POINT) offers portlets that allow Oracle Portal users to integrate various applications to their portal The following portlets are released as

Oracle Portal 10g Release 2 Technical Overview Page 17

production portlets and are supported by Oracle Support for customers who have appropriate support contracts

bull Lotus Notes Portlet

bull Microsoft Exchange 2000 Portlet

Any other portlets including the following are samples released for test evaluation and education purposes They are not supported through formal Oracle Support mechanisms

bull SAP Generic Portlet

bull SAP Specific Portlets for finance human resources sales and inventory

bull IMAP Portlet

bull SMTP Portlet

bull SMS Portlet

bull IBM Tn3270 Portlet

bull Telnet Portlet

bull Unified Messaging System Portlet

bull Discussion Forum Portlet

bull Site Indexing Portlet

All these portlets are available as free download to Developer Services subscribers Oracle Portal Developer Services is a free subscription to access visit httpportalcenteroraclecom

Integrating with the Oracle E-Business Suite

Pre-built portlets that enable direct access to applications data from the portal are available as part of Oracle Applications 11i All of these portlets are integrated to take advantage of single sign-on as a partner application These portlets are role based and ship in three major categories

bull Daily Business Intelligence Portlets Portlets included with the Daily Business Intelligence product family

bull End-User Portlets Portlets that are useful for Oracle E-Business Suite Release 11i end-users Portlets in this category may be added to default Portal pages for Oracle E-Business Suite Release 11i users or made available to users to add to their own custom pages

bull Applications System Administrator Portlets Portlets that are primarily useful for Oracle E-Business Suite Release 11i system administrators and other non-production purposes Portlets in this category are neither generally useful nor appropriate for end users

Oracle Portal 10g Release 2 Technical Overview Page 18

Integrating with Oracle Collaboration Suite

Pre-built portlets that enable direct access to Oracle Collaboration Suite components and data from the portal are available as part of Oracle Collaboration Suite All of these portlets are integrated to take advantage of single sign-on as a partner application

Integrating enterprise applications

Oracle Application Server Integration is a component comprised of Workflow Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and the OracleAS JCA Adapters which provide connectivity to a host of existing applications and services such as SAP PeopleSoft Siebel MQ Series FTP JMS and others Oracle Portal can use Oracle Integration as the interface to 3rd party enterprise applications This greatly simplifies the integration from the portal perspective by giving you a single mechanism to get at the data from any application

Automating business processes

Portal implementations frequently want to integrate their business processes into their enterprise portal Using the capabilities of Oracle Workflow portal implementations can route information of any type according to user-defined business rules to model automate and continuously improve business practices Both traditional applications-based workflows as well as e-business integration workflows are supported

DEPLOYMENT SUPPORT A complete Oracle Portal installation provides a deployment platform that provides the essential underlying services that a portal needs in a pre-integrated framework As a fundamental service of the Oracle Application Server Oracle Portal leverages the key underlying grid computing capabilities it provides

Grid Computing and Oraclersquos Grid Computing Offering Grid computing is a new software architecture designed to effectively pool together large amounts of low cost modular storage and servers to create a virtual computing resource across which work can be transparently distributed to use capacity very efficiently at low cost and with very high availability The resources in a grid can include storage servers databases application servers and applications By pooling resources together Grid Computing can offer dependable consistent pervasive and inexpensive access to these resources regardless of their location and when needed thereby fulfilling the need for computing capacity on-demand

Oracle offers a comprehensive solution to manage information and run Enterprise Applications on Grids using Oracle Database 10g and Oracle Application Server 10G Both Oracle Database 10g and Oracle Application Server 10g can be managed

Oracle Portal 10g Release 2 Technical Overview Page 19

in a Grid Computing environment using Oracle Grid Control Together these products address the challenges faced by IT organizations today

bull Radically Reduce or Eliminate Excess Computing Capacity by automatically load balancing workloads to use spare capacity efficiently eliminating ldquoislands of computationrdquo

bull Modular Inexpensive Capacity Growth by adding capacity on-demand in low cost modular units

bull Radically Lower Cost of Management by centralizing administration of the resources in a Grid and automating provisioning and administration tasks across these resources

Oracle Application Server 10g and Its Benefits Oracle Application Server 10g the next generation of Oraclersquos Integrated Software Infrastructure for Enterprise Applications has been designed to enable Grid Computing It has been designed to effectively pool together large numbers of low cost servers to create a virtual computing resource across which Enterprise Applications can be transparently distributed to use capacity very efficiently at low cost and with very high availability Any existing application that runs on Oracle Application Server can transparently take advantage of Grid Computing without any changes Service-Oriented Applications will find additional benefits when deployed in a Grid Oracle Application Server 10g provides a number of Grid Computing features most importantly

bull Radically Reduce or Eliminate Excess Computing Capacity through Policy-Based Resource Management Metrics-based Workload Management and a variety of advanced back-up disaster recovery and clustered fail-over solutions to provide maximum availability in a Grid

bull Modular Inexpensive Capacity Growth through Automated Installation Configuration and Software Provisioning (including both software cloning and patch management) across hundreds of nodes in a Grid

bull Radically Lower Cost of Management and eliminate human errors in management through Centralized Systems Monitoring Unified Application Server Cluster Management (including Cluster Monitoring Cluster Optimization and Cluster-wide Application Deployment) and centralized Identity Management across a Grid

Out of the box Oracle Portal is integrated with the directory server Web cache J2EE server and other services to provide a complete platform that is critical for a successful portal deployment The following sections describe the architecture and deployment services leveraged by Oracle Portal

Oracle Portal 10g Release 2 Technical Overview Page 20

Performance and Architecture Oracle Portal is an integral component of the Oracle Application Server The Oracle Application Server has a flexible deployment model that supports a variety of configurations on a broad set of hardware and operating systems for highly scalable performance

Figure 3 MyOracleCom architecture

Assembling pages and portlets

The portal architecture includes a highly tuned multi-threaded servlet engine to retrieve portlet content manage caching assemble Portal pages and deliver completed pages all in parallel Because the engine is deployed on OracleAS Containers for J2EE (OC4J) Oracles highly scalable award winning J2EE framework performance is truly maximized The architecture minimizes hardware costs by enabling the use of commodity hardware deployed within a server farm

Pre-built portlets

Oracle Portal itself is fully portlet enabled All major administration development and end user functions within the portal are accessed via a portlet (see Figure 3) Oracle Portal ships with a set of pre-built portlets installed and configured for portal development portal administration and general use by portal users

bull Portlet DevelopmentmdashAccess developer information from httpportalcenteroraclecom create and manage Portal page groups and

Oracle Portal 10g Release 2 Technical Overview Page 21

providers find a portal object display objects most recently creatededited and create a portlet from HTML source

bull Portal AdministrationmdashCreate and manage users and user accounts and profiles create and manage user groups administer global settings and defaults registermanage local portlet providers set Portal language enable portlet login navigate among Portal objects search for users and add and manage local and remote Portal nodes

bull Database AdministrationmdashCreate and manage database schemas create and manage database roles import database objects that have been exported and access reports about the Portal database

bull End UsermdashStore and retrieve frequently accessed URLs search for content within a page group store and retrieve searches access external applications and loginlogout

Figure 3 Oracle Portal is pre-configured with pages and portlets for portal development and administration

Caching page and page content

A fully integrated intelligent cache enables the highest level of performance by minimizing unnecessary re-generation of Portal pages and portlet content Oracle Portal takes full advantage of Oracle Application Server Web Cache Oracles patented in-memory caching technology OracleAS Web Cache combines caching compression and assembly technologies to accelerate the delivery of both static and dynamically generated portal content It also provides back-end Web server

Oracle Portal 10g Release 2 Technical Overview Page 22

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 11: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

Portal Verification Service

Oracle is offering a hosted Portal verification service This service allows vendors building WSRP producers to test that their implementations run in Oracles environment It provides an environment for registering your WSRP producer and adding its portlets to a Portal page The service also contains an Oracle WSRP producer containing sample portlets implemented using Oracles standards based Portal Developer Kit This PDK allows you to build and deploy JSR 168 portlets in a remote environment based on WSRP

This service is available at httpportalstandardsoraclecom

Deploying J2EE applications

The Oracle Application Server provides the most complete J2EE implementation in the application server market Any J2EE feature can be used to declaratively construct portlets including JSPrsquos servlets EJB JCA Java Struts JAAS and others

Accessing amp Deploying JSP Pages

Organizations that have existing Web interfaces built with HTML or Java Server Pages (JSP) or who prefer to develop and maintain their code using industry standard Java can access portlets and even build entire Portal pages using the JSP model Portal developers using JSPrsquos can make full use of the portal infrastructure for functionality such as Single Sign-On and object access privileges

There are two ways to use a JSP to include portlet instances one is as a JSP held external to the Oracle Application Server Metadata Repository and the other is as a JSP managed inside the OracleAS Metadata Repository In either case the JSP may have either been built entirely external to Oracle Portal or may have been exported from an existing Portal page definition and subsequently edited

For those developers who want to use their own Java editors to build their Portal Pages Oracle Portal provides a tag library of hooks needed to access portlets in the portal and to use the portal infrastructure such as object privileges As a developer you therefore have complete control over the layout and behavior of the Portal page

Developers may also generate a JSP file from an existing Portal page that they can edit using their own Java editors The first step is to copy a Portal page to a JSP which causes a JSP generator to traverse through the page for the user interface and metadata elements and generate a file with the appropriate JSP tags The metadata elements of the page are represented in an XML structure and include the details of externally published portlets page parameters portlet parameters events and so forth The user interface elements of the page are represented via a URL referring to the CSS used in the portlets

To enable this functionality you do the following

bull Enable JSP access to a page group

Oracle Portal 10g Release 2 Technical Overview Page 11

bull Create externally published portlets that are instances of portlets that will be part of the JSP

bull In the JSP include tags from the tag library that reference the page group and externally published portlets

The following JSP example runs a portlet and passes a parameter

lt page contentType=texthtml charset=UTF-8 gt lt taglib prefix=portal uri=WEBINFlibwwjpstagjargt

ltportalusePortal pagegroup=MyPageGroupgt ltportalshowPortlet name=StockQuotegt ltportalparameter name=ticker value=ORCLgt ltportalshowPortletgt

Notice that the usePortal tag names a page group but not a portal In this case a default portal parameter is being read from the wwjpsxml configuration file You must configure this file to run external JSPs that access portal content

You may also load the JSP file created using the above methods into Oracle Portal and create an internally managed Portal page based on the JSP To do this you specify either the JSP or JAR or WAR file and indicate the initial JSP (a WAR file may contain multiple JSPs) Once the file is created you can set security enable caching and add parameters

Exchanging and accessing data

Open Internet standards such as HTTP XML and SOAP are built into Oracle Portals architecture and utilized for exchanging data among Portal instances and remote applications Standards-based applications and services (including Web Services) are easily incorporated into the Portal environment using the framework in the Oracle Portal Developer Kit (PDK)

Servicing HTTP requests

At the heart of the Oracle HTTP server component is the Apache Web server the worlds most popular Internet Web server

Servicing Wireless Requests - Get Information from Anywhere

Desktop or Mobile Browser

Besides standard Web browsers you can access Oracle Portal pages from wireless clients Working in conjunction with Oracle Application Server Wireless the Portal automatically transforms the Portal page structure to a form appropriate for the smaller screen devices common for wireless clients Portlets on this page are limited to those that are additionally capable of generating Oracles MobileXML

Oracle Portal 10g Release 2 Technical Overview Page 12

content type MobileXML is a markup language that hides the differences in markup syntax used by differing wireless clients

Wireless Enable any Technology

Oracle Portalrsquos built-in database provider components generate MobileXML in response to mobile requests Additionally the Oracle PDK allows coded portlets to detect and respond to mobile requests To enable this you do not have to change your existing code in any way you merely need to add an extra module to your portlet that contains the appropriate rendering logic for the intended device This allows any technology (Web Services J2EE NET etc) to be deployed on a wireless device as a portlet

Full Development Control

For fine-grained control of the page structure displayed on mobile clients Oracle Portal provides a complimentary set of page design tools oriented towards the wireless (small device) experience Thus you can build a distinct portal structure for wireless users Portlet instances can be shared between a mobile portal and its standard desktop counterpart allowing you to present a common set of portlets whose customizations are identical This provides a more natural feel as a user who customizes a portlet in their standard portal will see the effect in the portlet in the mobile portal

Deploying on a variety of platforms

The Oracle Application Server is available on Windows NT2000XP and all of the most popular UNIX platforms including Solaris Linux HP-UX AIX and Compaq Tru64

Rich Portlet Development Environment Oracle Portal includes a declarative environment and extensibility features that makes it easy for developers to expose enterprise data as portlets

OmniPortlet

OmniPortlet is a component of Oracle Portal that helps the page designer to quickly publish data from different data sources (CSV XML Web Services JCA SQL and Web Page) and render them in any layout (tabular chart form list News)

Web Clipping

The Web Clipping Portlet assists with extracting specific portions or clippings (for example data in an HTML table) of Web page content the page developer can browse to the desired Web page deconstruct the page into clippingsrdquo and preview the selected clipping in the portlet itself

Oracle Portal 10g Release 2 Technical Overview Page 13

Portlet Builder

Portlet developers can choose from thirteen data-driven components to create portlets that interact with enterprise data in an Oracle database or other data sources Components include JavaScript-enhanced data entry forms customizable HTML bar charts and column-style reports that produce results in HTML plain text or MS Excel format A wizard-based declarative design environment guides developers through the steps of building the portlet No scripting or in-depth knowledge of SQL syntax is required Experienced users can insert their own SQL statements to drive their portlets with customized logic

You may use the build wizards accessible from the Navigator to create components or they may be developed in-place on a Portal page The build wizard produces a PLSQL stored procedure that is stored in the database When executed the stored procedure dynamically renders the HTML and JavaScript code that displays the component

The Oracle Portal components you can build are

bull Form - Displays a customized form that can be used as an interface for updating tables executing stored procedures and generating other customized forms You can build three types of forms

o A form based on a table or view enables end users to insert update and delete data in a database table or view

o A master-detail form displays a master row and multiple detail rows within a single HTML page The form contains fields for updating values in two database tables or views

o A form based on a procedure enables end users to insert update and delete data in a database stored procedure

bull Report - Displays data you select from the database table or view in a report The report can have tabular form or custom layout

bull Chart - Displays data you select from a database table or view as a bar chart

bull Data Component - Displays data in spreadsheet format

bull Calendar - Displays data you select from a database table or view as a calendar

bull Dynamic Page - Displays dynamically generated HTML content on a Web page

bull Hierarchy - Displays data you select from a database table or view as a graphical hierarchy of items containing up to three levels

bull Menu - Displays an HTML-based menu containing hyperlinked options to other menus Oracle Portal components or URLs

Oracle Portal 10g Release 2 Technical Overview Page 14

bull Frame Driver - Displays a Web page with two frames End user queries in one frame control the contents of the other frame

bull Link - Displays a clickable link that provides a hypertext jump between Oracle Portal components and other components component customization forms or any HTML page

bull List of Values - Enables end users to choose entry field values in a form or component customization form You can use LOVs when creating components to pre-select the possible values in an entry field The end user clicks the mouse to select a value rather than type it You can also build LOVs based on other LOVs

bull URL - Displays the contents of a URL

bull XML - Displays an XML page as well as optionally applying an XSL stylesheet

The component publishing service also includes five shared components that are leveraged to extend the functionality of the thirteen components described above These shared components are JavaScript User Interface Template Color Definition Image Definition and Font Definition

Oracle Portal Developer Kit (PDK)

Using the Oracle PDK developers can build custom portlets that interact with customer-specific content or applications At a high level the Oracle PDK offers several feature sets including the ability to incorporate off-the-shelf Web Services additional J2EE services and any Web-accessible content In addition developers may also implement portlets as extensions of their existing Web development environment using Java technologies (servlets Java Server Pages) CGI technologies (C C++ etc) scripting languages (Perl PHP) Active Server Pages or as stored procedures (PLSQL or Java) The Oracle PDK provides a gentle slope that allows developers to quickly integrate their existing applications and gradually add portal functionality This minimizes the upfront investment required to build portlets and allows developers to better reuse existing components

Portlet providers may enforce security on their portlet by leveraging the single sign-on features within the portlet architecture In addition developers can take advantage of a set of API-level services in their provider and portlet code The services are provided as a convenience to the developer and their use is optional

For more information on the Oracle PDK visit httpportalcenteroraclecom

Customizing Portlets

Per user and per instance-level portlet personalization offer significant productivity gains to both the Portal developer and the Portal user After a developer creates a portlet definition with a default display a page designer can customize that definition to meet the needs of a particular community Individual users within that

Oracle Portal 10g Release 2 Technical Overview Page 15

community can then apply their own customizations to the very same definition Multiple instances of the same portlet can be added to a single page each with its own independent personalization settings Users with appropriate privileges can also publish their portlet customizations for other users to use

Managing portlet components

Portlet components are easily managed through the use of an integrated navigator tool that allows developers to access perform actions on (browsing granting privileges exporting and deleting) and keep track of related components and database objects

Partners and Community Partners

Oracle PartnerNetwork is a community a portal an interaction center and a worldwide business platform for companies who build their business around Oracles products and solutions By joining Oracle PartnerNetwork you have new opportunities to align Oracles technologies with your solutions and customers needs and increase revenue and profit We offer more than just products and solutions We offer our partners confidence in knowing they selected a stable and innovative company that takes partnership excellence seriously Learn how to accelerate success by becoming a member

Once a member of OPN you may register an interest in specific product focus areas to obtain the specific tools you need and to access program benefits Youll also have the opportunity to go to market with Oracle through business development initiatives

The Oracle Application Server Product Focus is open to all partners who share Oracles vision for an integrated enterprise wide application server solution and who want to develop solutions using Oracles framework The Oracle framework is used for developing and managing applications enterprise portals and mobile solutions Industry leaders are joining the Oracle Application Server Product Focus to provide scalable reliable and integrated solutions to their customers

Not a Member Oracle PartnerNetwork members gain access to exclusive benefits tools and resources Learn how to accelerate your success by becoming a member

Already an OPN Member Have your OPN Administrator declare your interest in Oracle Application Server If you are an Oracle partner declare your interest now in the Application Server Product Focus by contacting your companyrsquos OPN Primary Administrator to ensure the Application Server Product Focus is selected in your profile

Oracle Portal 10g Release 2 Technical Overview Page 16

OPN Administrators - Declare your Product Focus If your company would like to participate with Oracle in the Application Server Product Focus please ensure it is selected in your profile

Portal Developer Services

Oracle Portal Developer Services on OTN provides the Portal developer with all of the latest technology and content related to Oracle Portal making it the quickest way for developers to build and test portals and portlets

By subscribing to Oracle Portal Developer Services you can access a number of services and resources available exclusively to the Portal developer community Not only is it possible to access the development team within Oracle but also to tap into the greater community of Portal developers who have developed expertise in working with portlets Subscribers can also publish their own Portal development knowledge and experience

Subscribers to Portal Developer Services can

bull Build portlets using the Oracle Portal Developer Kit (PDK) As a subscriber you can download pre-release versions of the Oracle PDK You also get exclusive access to the latest how-to articles and development tools to help you build your own portlets

bull Register and test portlets on Oracle Portal Verification Service You can host and test your own portlets on the Oracle Portal Verification Service without having to install and manage your own Portal instance

bull Exchange knowledge with fellow community subscribers Take advantage of all that the Oracle Portal community has to offer As a subscriber you can share Portal development knowledge with fellow community subscribers Upon registration subscribers receive a community folder on Portal Center where they can upload portlet code and portal development insights (up to 4 MB)

bull Participate in subscriber surveys Subscribers may participate in quick polls and detailed surveys published specifically to gather feedback on important topics In particular there is an opportunity to rate articles samples and other content based on their effectiveness

bull Receive newsletter updates Subscribers receive an Oracle Portal Developer newsletter that provides information on the latest content and software related to Portal development

Application Integration

Portal Integration Solutions

Portal Integration (POINT) offers portlets that allow Oracle Portal users to integrate various applications to their portal The following portlets are released as

Oracle Portal 10g Release 2 Technical Overview Page 17

production portlets and are supported by Oracle Support for customers who have appropriate support contracts

bull Lotus Notes Portlet

bull Microsoft Exchange 2000 Portlet

Any other portlets including the following are samples released for test evaluation and education purposes They are not supported through formal Oracle Support mechanisms

bull SAP Generic Portlet

bull SAP Specific Portlets for finance human resources sales and inventory

bull IMAP Portlet

bull SMTP Portlet

bull SMS Portlet

bull IBM Tn3270 Portlet

bull Telnet Portlet

bull Unified Messaging System Portlet

bull Discussion Forum Portlet

bull Site Indexing Portlet

All these portlets are available as free download to Developer Services subscribers Oracle Portal Developer Services is a free subscription to access visit httpportalcenteroraclecom

Integrating with the Oracle E-Business Suite

Pre-built portlets that enable direct access to applications data from the portal are available as part of Oracle Applications 11i All of these portlets are integrated to take advantage of single sign-on as a partner application These portlets are role based and ship in three major categories

bull Daily Business Intelligence Portlets Portlets included with the Daily Business Intelligence product family

bull End-User Portlets Portlets that are useful for Oracle E-Business Suite Release 11i end-users Portlets in this category may be added to default Portal pages for Oracle E-Business Suite Release 11i users or made available to users to add to their own custom pages

bull Applications System Administrator Portlets Portlets that are primarily useful for Oracle E-Business Suite Release 11i system administrators and other non-production purposes Portlets in this category are neither generally useful nor appropriate for end users

Oracle Portal 10g Release 2 Technical Overview Page 18

Integrating with Oracle Collaboration Suite

Pre-built portlets that enable direct access to Oracle Collaboration Suite components and data from the portal are available as part of Oracle Collaboration Suite All of these portlets are integrated to take advantage of single sign-on as a partner application

Integrating enterprise applications

Oracle Application Server Integration is a component comprised of Workflow Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and the OracleAS JCA Adapters which provide connectivity to a host of existing applications and services such as SAP PeopleSoft Siebel MQ Series FTP JMS and others Oracle Portal can use Oracle Integration as the interface to 3rd party enterprise applications This greatly simplifies the integration from the portal perspective by giving you a single mechanism to get at the data from any application

Automating business processes

Portal implementations frequently want to integrate their business processes into their enterprise portal Using the capabilities of Oracle Workflow portal implementations can route information of any type according to user-defined business rules to model automate and continuously improve business practices Both traditional applications-based workflows as well as e-business integration workflows are supported

DEPLOYMENT SUPPORT A complete Oracle Portal installation provides a deployment platform that provides the essential underlying services that a portal needs in a pre-integrated framework As a fundamental service of the Oracle Application Server Oracle Portal leverages the key underlying grid computing capabilities it provides

Grid Computing and Oraclersquos Grid Computing Offering Grid computing is a new software architecture designed to effectively pool together large amounts of low cost modular storage and servers to create a virtual computing resource across which work can be transparently distributed to use capacity very efficiently at low cost and with very high availability The resources in a grid can include storage servers databases application servers and applications By pooling resources together Grid Computing can offer dependable consistent pervasive and inexpensive access to these resources regardless of their location and when needed thereby fulfilling the need for computing capacity on-demand

Oracle offers a comprehensive solution to manage information and run Enterprise Applications on Grids using Oracle Database 10g and Oracle Application Server 10G Both Oracle Database 10g and Oracle Application Server 10g can be managed

Oracle Portal 10g Release 2 Technical Overview Page 19

in a Grid Computing environment using Oracle Grid Control Together these products address the challenges faced by IT organizations today

bull Radically Reduce or Eliminate Excess Computing Capacity by automatically load balancing workloads to use spare capacity efficiently eliminating ldquoislands of computationrdquo

bull Modular Inexpensive Capacity Growth by adding capacity on-demand in low cost modular units

bull Radically Lower Cost of Management by centralizing administration of the resources in a Grid and automating provisioning and administration tasks across these resources

Oracle Application Server 10g and Its Benefits Oracle Application Server 10g the next generation of Oraclersquos Integrated Software Infrastructure for Enterprise Applications has been designed to enable Grid Computing It has been designed to effectively pool together large numbers of low cost servers to create a virtual computing resource across which Enterprise Applications can be transparently distributed to use capacity very efficiently at low cost and with very high availability Any existing application that runs on Oracle Application Server can transparently take advantage of Grid Computing without any changes Service-Oriented Applications will find additional benefits when deployed in a Grid Oracle Application Server 10g provides a number of Grid Computing features most importantly

bull Radically Reduce or Eliminate Excess Computing Capacity through Policy-Based Resource Management Metrics-based Workload Management and a variety of advanced back-up disaster recovery and clustered fail-over solutions to provide maximum availability in a Grid

bull Modular Inexpensive Capacity Growth through Automated Installation Configuration and Software Provisioning (including both software cloning and patch management) across hundreds of nodes in a Grid

bull Radically Lower Cost of Management and eliminate human errors in management through Centralized Systems Monitoring Unified Application Server Cluster Management (including Cluster Monitoring Cluster Optimization and Cluster-wide Application Deployment) and centralized Identity Management across a Grid

Out of the box Oracle Portal is integrated with the directory server Web cache J2EE server and other services to provide a complete platform that is critical for a successful portal deployment The following sections describe the architecture and deployment services leveraged by Oracle Portal

Oracle Portal 10g Release 2 Technical Overview Page 20

Performance and Architecture Oracle Portal is an integral component of the Oracle Application Server The Oracle Application Server has a flexible deployment model that supports a variety of configurations on a broad set of hardware and operating systems for highly scalable performance

Figure 3 MyOracleCom architecture

Assembling pages and portlets

The portal architecture includes a highly tuned multi-threaded servlet engine to retrieve portlet content manage caching assemble Portal pages and deliver completed pages all in parallel Because the engine is deployed on OracleAS Containers for J2EE (OC4J) Oracles highly scalable award winning J2EE framework performance is truly maximized The architecture minimizes hardware costs by enabling the use of commodity hardware deployed within a server farm

Pre-built portlets

Oracle Portal itself is fully portlet enabled All major administration development and end user functions within the portal are accessed via a portlet (see Figure 3) Oracle Portal ships with a set of pre-built portlets installed and configured for portal development portal administration and general use by portal users

bull Portlet DevelopmentmdashAccess developer information from httpportalcenteroraclecom create and manage Portal page groups and

Oracle Portal 10g Release 2 Technical Overview Page 21

providers find a portal object display objects most recently creatededited and create a portlet from HTML source

bull Portal AdministrationmdashCreate and manage users and user accounts and profiles create and manage user groups administer global settings and defaults registermanage local portlet providers set Portal language enable portlet login navigate among Portal objects search for users and add and manage local and remote Portal nodes

bull Database AdministrationmdashCreate and manage database schemas create and manage database roles import database objects that have been exported and access reports about the Portal database

bull End UsermdashStore and retrieve frequently accessed URLs search for content within a page group store and retrieve searches access external applications and loginlogout

Figure 3 Oracle Portal is pre-configured with pages and portlets for portal development and administration

Caching page and page content

A fully integrated intelligent cache enables the highest level of performance by minimizing unnecessary re-generation of Portal pages and portlet content Oracle Portal takes full advantage of Oracle Application Server Web Cache Oracles patented in-memory caching technology OracleAS Web Cache combines caching compression and assembly technologies to accelerate the delivery of both static and dynamically generated portal content It also provides back-end Web server

Oracle Portal 10g Release 2 Technical Overview Page 22

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 12: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

bull Create externally published portlets that are instances of portlets that will be part of the JSP

bull In the JSP include tags from the tag library that reference the page group and externally published portlets

The following JSP example runs a portlet and passes a parameter

lt page contentType=texthtml charset=UTF-8 gt lt taglib prefix=portal uri=WEBINFlibwwjpstagjargt

ltportalusePortal pagegroup=MyPageGroupgt ltportalshowPortlet name=StockQuotegt ltportalparameter name=ticker value=ORCLgt ltportalshowPortletgt

Notice that the usePortal tag names a page group but not a portal In this case a default portal parameter is being read from the wwjpsxml configuration file You must configure this file to run external JSPs that access portal content

You may also load the JSP file created using the above methods into Oracle Portal and create an internally managed Portal page based on the JSP To do this you specify either the JSP or JAR or WAR file and indicate the initial JSP (a WAR file may contain multiple JSPs) Once the file is created you can set security enable caching and add parameters

Exchanging and accessing data

Open Internet standards such as HTTP XML and SOAP are built into Oracle Portals architecture and utilized for exchanging data among Portal instances and remote applications Standards-based applications and services (including Web Services) are easily incorporated into the Portal environment using the framework in the Oracle Portal Developer Kit (PDK)

Servicing HTTP requests

At the heart of the Oracle HTTP server component is the Apache Web server the worlds most popular Internet Web server

Servicing Wireless Requests - Get Information from Anywhere

Desktop or Mobile Browser

Besides standard Web browsers you can access Oracle Portal pages from wireless clients Working in conjunction with Oracle Application Server Wireless the Portal automatically transforms the Portal page structure to a form appropriate for the smaller screen devices common for wireless clients Portlets on this page are limited to those that are additionally capable of generating Oracles MobileXML

Oracle Portal 10g Release 2 Technical Overview Page 12

content type MobileXML is a markup language that hides the differences in markup syntax used by differing wireless clients

Wireless Enable any Technology

Oracle Portalrsquos built-in database provider components generate MobileXML in response to mobile requests Additionally the Oracle PDK allows coded portlets to detect and respond to mobile requests To enable this you do not have to change your existing code in any way you merely need to add an extra module to your portlet that contains the appropriate rendering logic for the intended device This allows any technology (Web Services J2EE NET etc) to be deployed on a wireless device as a portlet

Full Development Control

For fine-grained control of the page structure displayed on mobile clients Oracle Portal provides a complimentary set of page design tools oriented towards the wireless (small device) experience Thus you can build a distinct portal structure for wireless users Portlet instances can be shared between a mobile portal and its standard desktop counterpart allowing you to present a common set of portlets whose customizations are identical This provides a more natural feel as a user who customizes a portlet in their standard portal will see the effect in the portlet in the mobile portal

Deploying on a variety of platforms

The Oracle Application Server is available on Windows NT2000XP and all of the most popular UNIX platforms including Solaris Linux HP-UX AIX and Compaq Tru64

Rich Portlet Development Environment Oracle Portal includes a declarative environment and extensibility features that makes it easy for developers to expose enterprise data as portlets

OmniPortlet

OmniPortlet is a component of Oracle Portal that helps the page designer to quickly publish data from different data sources (CSV XML Web Services JCA SQL and Web Page) and render them in any layout (tabular chart form list News)

Web Clipping

The Web Clipping Portlet assists with extracting specific portions or clippings (for example data in an HTML table) of Web page content the page developer can browse to the desired Web page deconstruct the page into clippingsrdquo and preview the selected clipping in the portlet itself

Oracle Portal 10g Release 2 Technical Overview Page 13

Portlet Builder

Portlet developers can choose from thirteen data-driven components to create portlets that interact with enterprise data in an Oracle database or other data sources Components include JavaScript-enhanced data entry forms customizable HTML bar charts and column-style reports that produce results in HTML plain text or MS Excel format A wizard-based declarative design environment guides developers through the steps of building the portlet No scripting or in-depth knowledge of SQL syntax is required Experienced users can insert their own SQL statements to drive their portlets with customized logic

You may use the build wizards accessible from the Navigator to create components or they may be developed in-place on a Portal page The build wizard produces a PLSQL stored procedure that is stored in the database When executed the stored procedure dynamically renders the HTML and JavaScript code that displays the component

The Oracle Portal components you can build are

bull Form - Displays a customized form that can be used as an interface for updating tables executing stored procedures and generating other customized forms You can build three types of forms

o A form based on a table or view enables end users to insert update and delete data in a database table or view

o A master-detail form displays a master row and multiple detail rows within a single HTML page The form contains fields for updating values in two database tables or views

o A form based on a procedure enables end users to insert update and delete data in a database stored procedure

bull Report - Displays data you select from the database table or view in a report The report can have tabular form or custom layout

bull Chart - Displays data you select from a database table or view as a bar chart

bull Data Component - Displays data in spreadsheet format

bull Calendar - Displays data you select from a database table or view as a calendar

bull Dynamic Page - Displays dynamically generated HTML content on a Web page

bull Hierarchy - Displays data you select from a database table or view as a graphical hierarchy of items containing up to three levels

bull Menu - Displays an HTML-based menu containing hyperlinked options to other menus Oracle Portal components or URLs

Oracle Portal 10g Release 2 Technical Overview Page 14

bull Frame Driver - Displays a Web page with two frames End user queries in one frame control the contents of the other frame

bull Link - Displays a clickable link that provides a hypertext jump between Oracle Portal components and other components component customization forms or any HTML page

bull List of Values - Enables end users to choose entry field values in a form or component customization form You can use LOVs when creating components to pre-select the possible values in an entry field The end user clicks the mouse to select a value rather than type it You can also build LOVs based on other LOVs

bull URL - Displays the contents of a URL

bull XML - Displays an XML page as well as optionally applying an XSL stylesheet

The component publishing service also includes five shared components that are leveraged to extend the functionality of the thirteen components described above These shared components are JavaScript User Interface Template Color Definition Image Definition and Font Definition

Oracle Portal Developer Kit (PDK)

Using the Oracle PDK developers can build custom portlets that interact with customer-specific content or applications At a high level the Oracle PDK offers several feature sets including the ability to incorporate off-the-shelf Web Services additional J2EE services and any Web-accessible content In addition developers may also implement portlets as extensions of their existing Web development environment using Java technologies (servlets Java Server Pages) CGI technologies (C C++ etc) scripting languages (Perl PHP) Active Server Pages or as stored procedures (PLSQL or Java) The Oracle PDK provides a gentle slope that allows developers to quickly integrate their existing applications and gradually add portal functionality This minimizes the upfront investment required to build portlets and allows developers to better reuse existing components

Portlet providers may enforce security on their portlet by leveraging the single sign-on features within the portlet architecture In addition developers can take advantage of a set of API-level services in their provider and portlet code The services are provided as a convenience to the developer and their use is optional

For more information on the Oracle PDK visit httpportalcenteroraclecom

Customizing Portlets

Per user and per instance-level portlet personalization offer significant productivity gains to both the Portal developer and the Portal user After a developer creates a portlet definition with a default display a page designer can customize that definition to meet the needs of a particular community Individual users within that

Oracle Portal 10g Release 2 Technical Overview Page 15

community can then apply their own customizations to the very same definition Multiple instances of the same portlet can be added to a single page each with its own independent personalization settings Users with appropriate privileges can also publish their portlet customizations for other users to use

Managing portlet components

Portlet components are easily managed through the use of an integrated navigator tool that allows developers to access perform actions on (browsing granting privileges exporting and deleting) and keep track of related components and database objects

Partners and Community Partners

Oracle PartnerNetwork is a community a portal an interaction center and a worldwide business platform for companies who build their business around Oracles products and solutions By joining Oracle PartnerNetwork you have new opportunities to align Oracles technologies with your solutions and customers needs and increase revenue and profit We offer more than just products and solutions We offer our partners confidence in knowing they selected a stable and innovative company that takes partnership excellence seriously Learn how to accelerate success by becoming a member

Once a member of OPN you may register an interest in specific product focus areas to obtain the specific tools you need and to access program benefits Youll also have the opportunity to go to market with Oracle through business development initiatives

The Oracle Application Server Product Focus is open to all partners who share Oracles vision for an integrated enterprise wide application server solution and who want to develop solutions using Oracles framework The Oracle framework is used for developing and managing applications enterprise portals and mobile solutions Industry leaders are joining the Oracle Application Server Product Focus to provide scalable reliable and integrated solutions to their customers

Not a Member Oracle PartnerNetwork members gain access to exclusive benefits tools and resources Learn how to accelerate your success by becoming a member

Already an OPN Member Have your OPN Administrator declare your interest in Oracle Application Server If you are an Oracle partner declare your interest now in the Application Server Product Focus by contacting your companyrsquos OPN Primary Administrator to ensure the Application Server Product Focus is selected in your profile

Oracle Portal 10g Release 2 Technical Overview Page 16

OPN Administrators - Declare your Product Focus If your company would like to participate with Oracle in the Application Server Product Focus please ensure it is selected in your profile

Portal Developer Services

Oracle Portal Developer Services on OTN provides the Portal developer with all of the latest technology and content related to Oracle Portal making it the quickest way for developers to build and test portals and portlets

By subscribing to Oracle Portal Developer Services you can access a number of services and resources available exclusively to the Portal developer community Not only is it possible to access the development team within Oracle but also to tap into the greater community of Portal developers who have developed expertise in working with portlets Subscribers can also publish their own Portal development knowledge and experience

Subscribers to Portal Developer Services can

bull Build portlets using the Oracle Portal Developer Kit (PDK) As a subscriber you can download pre-release versions of the Oracle PDK You also get exclusive access to the latest how-to articles and development tools to help you build your own portlets

bull Register and test portlets on Oracle Portal Verification Service You can host and test your own portlets on the Oracle Portal Verification Service without having to install and manage your own Portal instance

bull Exchange knowledge with fellow community subscribers Take advantage of all that the Oracle Portal community has to offer As a subscriber you can share Portal development knowledge with fellow community subscribers Upon registration subscribers receive a community folder on Portal Center where they can upload portlet code and portal development insights (up to 4 MB)

bull Participate in subscriber surveys Subscribers may participate in quick polls and detailed surveys published specifically to gather feedback on important topics In particular there is an opportunity to rate articles samples and other content based on their effectiveness

bull Receive newsletter updates Subscribers receive an Oracle Portal Developer newsletter that provides information on the latest content and software related to Portal development

Application Integration

Portal Integration Solutions

Portal Integration (POINT) offers portlets that allow Oracle Portal users to integrate various applications to their portal The following portlets are released as

Oracle Portal 10g Release 2 Technical Overview Page 17

production portlets and are supported by Oracle Support for customers who have appropriate support contracts

bull Lotus Notes Portlet

bull Microsoft Exchange 2000 Portlet

Any other portlets including the following are samples released for test evaluation and education purposes They are not supported through formal Oracle Support mechanisms

bull SAP Generic Portlet

bull SAP Specific Portlets for finance human resources sales and inventory

bull IMAP Portlet

bull SMTP Portlet

bull SMS Portlet

bull IBM Tn3270 Portlet

bull Telnet Portlet

bull Unified Messaging System Portlet

bull Discussion Forum Portlet

bull Site Indexing Portlet

All these portlets are available as free download to Developer Services subscribers Oracle Portal Developer Services is a free subscription to access visit httpportalcenteroraclecom

Integrating with the Oracle E-Business Suite

Pre-built portlets that enable direct access to applications data from the portal are available as part of Oracle Applications 11i All of these portlets are integrated to take advantage of single sign-on as a partner application These portlets are role based and ship in three major categories

bull Daily Business Intelligence Portlets Portlets included with the Daily Business Intelligence product family

bull End-User Portlets Portlets that are useful for Oracle E-Business Suite Release 11i end-users Portlets in this category may be added to default Portal pages for Oracle E-Business Suite Release 11i users or made available to users to add to their own custom pages

bull Applications System Administrator Portlets Portlets that are primarily useful for Oracle E-Business Suite Release 11i system administrators and other non-production purposes Portlets in this category are neither generally useful nor appropriate for end users

Oracle Portal 10g Release 2 Technical Overview Page 18

Integrating with Oracle Collaboration Suite

Pre-built portlets that enable direct access to Oracle Collaboration Suite components and data from the portal are available as part of Oracle Collaboration Suite All of these portlets are integrated to take advantage of single sign-on as a partner application

Integrating enterprise applications

Oracle Application Server Integration is a component comprised of Workflow Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and the OracleAS JCA Adapters which provide connectivity to a host of existing applications and services such as SAP PeopleSoft Siebel MQ Series FTP JMS and others Oracle Portal can use Oracle Integration as the interface to 3rd party enterprise applications This greatly simplifies the integration from the portal perspective by giving you a single mechanism to get at the data from any application

Automating business processes

Portal implementations frequently want to integrate their business processes into their enterprise portal Using the capabilities of Oracle Workflow portal implementations can route information of any type according to user-defined business rules to model automate and continuously improve business practices Both traditional applications-based workflows as well as e-business integration workflows are supported

DEPLOYMENT SUPPORT A complete Oracle Portal installation provides a deployment platform that provides the essential underlying services that a portal needs in a pre-integrated framework As a fundamental service of the Oracle Application Server Oracle Portal leverages the key underlying grid computing capabilities it provides

Grid Computing and Oraclersquos Grid Computing Offering Grid computing is a new software architecture designed to effectively pool together large amounts of low cost modular storage and servers to create a virtual computing resource across which work can be transparently distributed to use capacity very efficiently at low cost and with very high availability The resources in a grid can include storage servers databases application servers and applications By pooling resources together Grid Computing can offer dependable consistent pervasive and inexpensive access to these resources regardless of their location and when needed thereby fulfilling the need for computing capacity on-demand

Oracle offers a comprehensive solution to manage information and run Enterprise Applications on Grids using Oracle Database 10g and Oracle Application Server 10G Both Oracle Database 10g and Oracle Application Server 10g can be managed

Oracle Portal 10g Release 2 Technical Overview Page 19

in a Grid Computing environment using Oracle Grid Control Together these products address the challenges faced by IT organizations today

bull Radically Reduce or Eliminate Excess Computing Capacity by automatically load balancing workloads to use spare capacity efficiently eliminating ldquoislands of computationrdquo

bull Modular Inexpensive Capacity Growth by adding capacity on-demand in low cost modular units

bull Radically Lower Cost of Management by centralizing administration of the resources in a Grid and automating provisioning and administration tasks across these resources

Oracle Application Server 10g and Its Benefits Oracle Application Server 10g the next generation of Oraclersquos Integrated Software Infrastructure for Enterprise Applications has been designed to enable Grid Computing It has been designed to effectively pool together large numbers of low cost servers to create a virtual computing resource across which Enterprise Applications can be transparently distributed to use capacity very efficiently at low cost and with very high availability Any existing application that runs on Oracle Application Server can transparently take advantage of Grid Computing without any changes Service-Oriented Applications will find additional benefits when deployed in a Grid Oracle Application Server 10g provides a number of Grid Computing features most importantly

bull Radically Reduce or Eliminate Excess Computing Capacity through Policy-Based Resource Management Metrics-based Workload Management and a variety of advanced back-up disaster recovery and clustered fail-over solutions to provide maximum availability in a Grid

bull Modular Inexpensive Capacity Growth through Automated Installation Configuration and Software Provisioning (including both software cloning and patch management) across hundreds of nodes in a Grid

bull Radically Lower Cost of Management and eliminate human errors in management through Centralized Systems Monitoring Unified Application Server Cluster Management (including Cluster Monitoring Cluster Optimization and Cluster-wide Application Deployment) and centralized Identity Management across a Grid

Out of the box Oracle Portal is integrated with the directory server Web cache J2EE server and other services to provide a complete platform that is critical for a successful portal deployment The following sections describe the architecture and deployment services leveraged by Oracle Portal

Oracle Portal 10g Release 2 Technical Overview Page 20

Performance and Architecture Oracle Portal is an integral component of the Oracle Application Server The Oracle Application Server has a flexible deployment model that supports a variety of configurations on a broad set of hardware and operating systems for highly scalable performance

Figure 3 MyOracleCom architecture

Assembling pages and portlets

The portal architecture includes a highly tuned multi-threaded servlet engine to retrieve portlet content manage caching assemble Portal pages and deliver completed pages all in parallel Because the engine is deployed on OracleAS Containers for J2EE (OC4J) Oracles highly scalable award winning J2EE framework performance is truly maximized The architecture minimizes hardware costs by enabling the use of commodity hardware deployed within a server farm

Pre-built portlets

Oracle Portal itself is fully portlet enabled All major administration development and end user functions within the portal are accessed via a portlet (see Figure 3) Oracle Portal ships with a set of pre-built portlets installed and configured for portal development portal administration and general use by portal users

bull Portlet DevelopmentmdashAccess developer information from httpportalcenteroraclecom create and manage Portal page groups and

Oracle Portal 10g Release 2 Technical Overview Page 21

providers find a portal object display objects most recently creatededited and create a portlet from HTML source

bull Portal AdministrationmdashCreate and manage users and user accounts and profiles create and manage user groups administer global settings and defaults registermanage local portlet providers set Portal language enable portlet login navigate among Portal objects search for users and add and manage local and remote Portal nodes

bull Database AdministrationmdashCreate and manage database schemas create and manage database roles import database objects that have been exported and access reports about the Portal database

bull End UsermdashStore and retrieve frequently accessed URLs search for content within a page group store and retrieve searches access external applications and loginlogout

Figure 3 Oracle Portal is pre-configured with pages and portlets for portal development and administration

Caching page and page content

A fully integrated intelligent cache enables the highest level of performance by minimizing unnecessary re-generation of Portal pages and portlet content Oracle Portal takes full advantage of Oracle Application Server Web Cache Oracles patented in-memory caching technology OracleAS Web Cache combines caching compression and assembly technologies to accelerate the delivery of both static and dynamically generated portal content It also provides back-end Web server

Oracle Portal 10g Release 2 Technical Overview Page 22

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 13: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

content type MobileXML is a markup language that hides the differences in markup syntax used by differing wireless clients

Wireless Enable any Technology

Oracle Portalrsquos built-in database provider components generate MobileXML in response to mobile requests Additionally the Oracle PDK allows coded portlets to detect and respond to mobile requests To enable this you do not have to change your existing code in any way you merely need to add an extra module to your portlet that contains the appropriate rendering logic for the intended device This allows any technology (Web Services J2EE NET etc) to be deployed on a wireless device as a portlet

Full Development Control

For fine-grained control of the page structure displayed on mobile clients Oracle Portal provides a complimentary set of page design tools oriented towards the wireless (small device) experience Thus you can build a distinct portal structure for wireless users Portlet instances can be shared between a mobile portal and its standard desktop counterpart allowing you to present a common set of portlets whose customizations are identical This provides a more natural feel as a user who customizes a portlet in their standard portal will see the effect in the portlet in the mobile portal

Deploying on a variety of platforms

The Oracle Application Server is available on Windows NT2000XP and all of the most popular UNIX platforms including Solaris Linux HP-UX AIX and Compaq Tru64

Rich Portlet Development Environment Oracle Portal includes a declarative environment and extensibility features that makes it easy for developers to expose enterprise data as portlets

OmniPortlet

OmniPortlet is a component of Oracle Portal that helps the page designer to quickly publish data from different data sources (CSV XML Web Services JCA SQL and Web Page) and render them in any layout (tabular chart form list News)

Web Clipping

The Web Clipping Portlet assists with extracting specific portions or clippings (for example data in an HTML table) of Web page content the page developer can browse to the desired Web page deconstruct the page into clippingsrdquo and preview the selected clipping in the portlet itself

Oracle Portal 10g Release 2 Technical Overview Page 13

Portlet Builder

Portlet developers can choose from thirteen data-driven components to create portlets that interact with enterprise data in an Oracle database or other data sources Components include JavaScript-enhanced data entry forms customizable HTML bar charts and column-style reports that produce results in HTML plain text or MS Excel format A wizard-based declarative design environment guides developers through the steps of building the portlet No scripting or in-depth knowledge of SQL syntax is required Experienced users can insert their own SQL statements to drive their portlets with customized logic

You may use the build wizards accessible from the Navigator to create components or they may be developed in-place on a Portal page The build wizard produces a PLSQL stored procedure that is stored in the database When executed the stored procedure dynamically renders the HTML and JavaScript code that displays the component

The Oracle Portal components you can build are

bull Form - Displays a customized form that can be used as an interface for updating tables executing stored procedures and generating other customized forms You can build three types of forms

o A form based on a table or view enables end users to insert update and delete data in a database table or view

o A master-detail form displays a master row and multiple detail rows within a single HTML page The form contains fields for updating values in two database tables or views

o A form based on a procedure enables end users to insert update and delete data in a database stored procedure

bull Report - Displays data you select from the database table or view in a report The report can have tabular form or custom layout

bull Chart - Displays data you select from a database table or view as a bar chart

bull Data Component - Displays data in spreadsheet format

bull Calendar - Displays data you select from a database table or view as a calendar

bull Dynamic Page - Displays dynamically generated HTML content on a Web page

bull Hierarchy - Displays data you select from a database table or view as a graphical hierarchy of items containing up to three levels

bull Menu - Displays an HTML-based menu containing hyperlinked options to other menus Oracle Portal components or URLs

Oracle Portal 10g Release 2 Technical Overview Page 14

bull Frame Driver - Displays a Web page with two frames End user queries in one frame control the contents of the other frame

bull Link - Displays a clickable link that provides a hypertext jump between Oracle Portal components and other components component customization forms or any HTML page

bull List of Values - Enables end users to choose entry field values in a form or component customization form You can use LOVs when creating components to pre-select the possible values in an entry field The end user clicks the mouse to select a value rather than type it You can also build LOVs based on other LOVs

bull URL - Displays the contents of a URL

bull XML - Displays an XML page as well as optionally applying an XSL stylesheet

The component publishing service also includes five shared components that are leveraged to extend the functionality of the thirteen components described above These shared components are JavaScript User Interface Template Color Definition Image Definition and Font Definition

Oracle Portal Developer Kit (PDK)

Using the Oracle PDK developers can build custom portlets that interact with customer-specific content or applications At a high level the Oracle PDK offers several feature sets including the ability to incorporate off-the-shelf Web Services additional J2EE services and any Web-accessible content In addition developers may also implement portlets as extensions of their existing Web development environment using Java technologies (servlets Java Server Pages) CGI technologies (C C++ etc) scripting languages (Perl PHP) Active Server Pages or as stored procedures (PLSQL or Java) The Oracle PDK provides a gentle slope that allows developers to quickly integrate their existing applications and gradually add portal functionality This minimizes the upfront investment required to build portlets and allows developers to better reuse existing components

Portlet providers may enforce security on their portlet by leveraging the single sign-on features within the portlet architecture In addition developers can take advantage of a set of API-level services in their provider and portlet code The services are provided as a convenience to the developer and their use is optional

For more information on the Oracle PDK visit httpportalcenteroraclecom

Customizing Portlets

Per user and per instance-level portlet personalization offer significant productivity gains to both the Portal developer and the Portal user After a developer creates a portlet definition with a default display a page designer can customize that definition to meet the needs of a particular community Individual users within that

Oracle Portal 10g Release 2 Technical Overview Page 15

community can then apply their own customizations to the very same definition Multiple instances of the same portlet can be added to a single page each with its own independent personalization settings Users with appropriate privileges can also publish their portlet customizations for other users to use

Managing portlet components

Portlet components are easily managed through the use of an integrated navigator tool that allows developers to access perform actions on (browsing granting privileges exporting and deleting) and keep track of related components and database objects

Partners and Community Partners

Oracle PartnerNetwork is a community a portal an interaction center and a worldwide business platform for companies who build their business around Oracles products and solutions By joining Oracle PartnerNetwork you have new opportunities to align Oracles technologies with your solutions and customers needs and increase revenue and profit We offer more than just products and solutions We offer our partners confidence in knowing they selected a stable and innovative company that takes partnership excellence seriously Learn how to accelerate success by becoming a member

Once a member of OPN you may register an interest in specific product focus areas to obtain the specific tools you need and to access program benefits Youll also have the opportunity to go to market with Oracle through business development initiatives

The Oracle Application Server Product Focus is open to all partners who share Oracles vision for an integrated enterprise wide application server solution and who want to develop solutions using Oracles framework The Oracle framework is used for developing and managing applications enterprise portals and mobile solutions Industry leaders are joining the Oracle Application Server Product Focus to provide scalable reliable and integrated solutions to their customers

Not a Member Oracle PartnerNetwork members gain access to exclusive benefits tools and resources Learn how to accelerate your success by becoming a member

Already an OPN Member Have your OPN Administrator declare your interest in Oracle Application Server If you are an Oracle partner declare your interest now in the Application Server Product Focus by contacting your companyrsquos OPN Primary Administrator to ensure the Application Server Product Focus is selected in your profile

Oracle Portal 10g Release 2 Technical Overview Page 16

OPN Administrators - Declare your Product Focus If your company would like to participate with Oracle in the Application Server Product Focus please ensure it is selected in your profile

Portal Developer Services

Oracle Portal Developer Services on OTN provides the Portal developer with all of the latest technology and content related to Oracle Portal making it the quickest way for developers to build and test portals and portlets

By subscribing to Oracle Portal Developer Services you can access a number of services and resources available exclusively to the Portal developer community Not only is it possible to access the development team within Oracle but also to tap into the greater community of Portal developers who have developed expertise in working with portlets Subscribers can also publish their own Portal development knowledge and experience

Subscribers to Portal Developer Services can

bull Build portlets using the Oracle Portal Developer Kit (PDK) As a subscriber you can download pre-release versions of the Oracle PDK You also get exclusive access to the latest how-to articles and development tools to help you build your own portlets

bull Register and test portlets on Oracle Portal Verification Service You can host and test your own portlets on the Oracle Portal Verification Service without having to install and manage your own Portal instance

bull Exchange knowledge with fellow community subscribers Take advantage of all that the Oracle Portal community has to offer As a subscriber you can share Portal development knowledge with fellow community subscribers Upon registration subscribers receive a community folder on Portal Center where they can upload portlet code and portal development insights (up to 4 MB)

bull Participate in subscriber surveys Subscribers may participate in quick polls and detailed surveys published specifically to gather feedback on important topics In particular there is an opportunity to rate articles samples and other content based on their effectiveness

bull Receive newsletter updates Subscribers receive an Oracle Portal Developer newsletter that provides information on the latest content and software related to Portal development

Application Integration

Portal Integration Solutions

Portal Integration (POINT) offers portlets that allow Oracle Portal users to integrate various applications to their portal The following portlets are released as

Oracle Portal 10g Release 2 Technical Overview Page 17

production portlets and are supported by Oracle Support for customers who have appropriate support contracts

bull Lotus Notes Portlet

bull Microsoft Exchange 2000 Portlet

Any other portlets including the following are samples released for test evaluation and education purposes They are not supported through formal Oracle Support mechanisms

bull SAP Generic Portlet

bull SAP Specific Portlets for finance human resources sales and inventory

bull IMAP Portlet

bull SMTP Portlet

bull SMS Portlet

bull IBM Tn3270 Portlet

bull Telnet Portlet

bull Unified Messaging System Portlet

bull Discussion Forum Portlet

bull Site Indexing Portlet

All these portlets are available as free download to Developer Services subscribers Oracle Portal Developer Services is a free subscription to access visit httpportalcenteroraclecom

Integrating with the Oracle E-Business Suite

Pre-built portlets that enable direct access to applications data from the portal are available as part of Oracle Applications 11i All of these portlets are integrated to take advantage of single sign-on as a partner application These portlets are role based and ship in three major categories

bull Daily Business Intelligence Portlets Portlets included with the Daily Business Intelligence product family

bull End-User Portlets Portlets that are useful for Oracle E-Business Suite Release 11i end-users Portlets in this category may be added to default Portal pages for Oracle E-Business Suite Release 11i users or made available to users to add to their own custom pages

bull Applications System Administrator Portlets Portlets that are primarily useful for Oracle E-Business Suite Release 11i system administrators and other non-production purposes Portlets in this category are neither generally useful nor appropriate for end users

Oracle Portal 10g Release 2 Technical Overview Page 18

Integrating with Oracle Collaboration Suite

Pre-built portlets that enable direct access to Oracle Collaboration Suite components and data from the portal are available as part of Oracle Collaboration Suite All of these portlets are integrated to take advantage of single sign-on as a partner application

Integrating enterprise applications

Oracle Application Server Integration is a component comprised of Workflow Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and the OracleAS JCA Adapters which provide connectivity to a host of existing applications and services such as SAP PeopleSoft Siebel MQ Series FTP JMS and others Oracle Portal can use Oracle Integration as the interface to 3rd party enterprise applications This greatly simplifies the integration from the portal perspective by giving you a single mechanism to get at the data from any application

Automating business processes

Portal implementations frequently want to integrate their business processes into their enterprise portal Using the capabilities of Oracle Workflow portal implementations can route information of any type according to user-defined business rules to model automate and continuously improve business practices Both traditional applications-based workflows as well as e-business integration workflows are supported

DEPLOYMENT SUPPORT A complete Oracle Portal installation provides a deployment platform that provides the essential underlying services that a portal needs in a pre-integrated framework As a fundamental service of the Oracle Application Server Oracle Portal leverages the key underlying grid computing capabilities it provides

Grid Computing and Oraclersquos Grid Computing Offering Grid computing is a new software architecture designed to effectively pool together large amounts of low cost modular storage and servers to create a virtual computing resource across which work can be transparently distributed to use capacity very efficiently at low cost and with very high availability The resources in a grid can include storage servers databases application servers and applications By pooling resources together Grid Computing can offer dependable consistent pervasive and inexpensive access to these resources regardless of their location and when needed thereby fulfilling the need for computing capacity on-demand

Oracle offers a comprehensive solution to manage information and run Enterprise Applications on Grids using Oracle Database 10g and Oracle Application Server 10G Both Oracle Database 10g and Oracle Application Server 10g can be managed

Oracle Portal 10g Release 2 Technical Overview Page 19

in a Grid Computing environment using Oracle Grid Control Together these products address the challenges faced by IT organizations today

bull Radically Reduce or Eliminate Excess Computing Capacity by automatically load balancing workloads to use spare capacity efficiently eliminating ldquoislands of computationrdquo

bull Modular Inexpensive Capacity Growth by adding capacity on-demand in low cost modular units

bull Radically Lower Cost of Management by centralizing administration of the resources in a Grid and automating provisioning and administration tasks across these resources

Oracle Application Server 10g and Its Benefits Oracle Application Server 10g the next generation of Oraclersquos Integrated Software Infrastructure for Enterprise Applications has been designed to enable Grid Computing It has been designed to effectively pool together large numbers of low cost servers to create a virtual computing resource across which Enterprise Applications can be transparently distributed to use capacity very efficiently at low cost and with very high availability Any existing application that runs on Oracle Application Server can transparently take advantage of Grid Computing without any changes Service-Oriented Applications will find additional benefits when deployed in a Grid Oracle Application Server 10g provides a number of Grid Computing features most importantly

bull Radically Reduce or Eliminate Excess Computing Capacity through Policy-Based Resource Management Metrics-based Workload Management and a variety of advanced back-up disaster recovery and clustered fail-over solutions to provide maximum availability in a Grid

bull Modular Inexpensive Capacity Growth through Automated Installation Configuration and Software Provisioning (including both software cloning and patch management) across hundreds of nodes in a Grid

bull Radically Lower Cost of Management and eliminate human errors in management through Centralized Systems Monitoring Unified Application Server Cluster Management (including Cluster Monitoring Cluster Optimization and Cluster-wide Application Deployment) and centralized Identity Management across a Grid

Out of the box Oracle Portal is integrated with the directory server Web cache J2EE server and other services to provide a complete platform that is critical for a successful portal deployment The following sections describe the architecture and deployment services leveraged by Oracle Portal

Oracle Portal 10g Release 2 Technical Overview Page 20

Performance and Architecture Oracle Portal is an integral component of the Oracle Application Server The Oracle Application Server has a flexible deployment model that supports a variety of configurations on a broad set of hardware and operating systems for highly scalable performance

Figure 3 MyOracleCom architecture

Assembling pages and portlets

The portal architecture includes a highly tuned multi-threaded servlet engine to retrieve portlet content manage caching assemble Portal pages and deliver completed pages all in parallel Because the engine is deployed on OracleAS Containers for J2EE (OC4J) Oracles highly scalable award winning J2EE framework performance is truly maximized The architecture minimizes hardware costs by enabling the use of commodity hardware deployed within a server farm

Pre-built portlets

Oracle Portal itself is fully portlet enabled All major administration development and end user functions within the portal are accessed via a portlet (see Figure 3) Oracle Portal ships with a set of pre-built portlets installed and configured for portal development portal administration and general use by portal users

bull Portlet DevelopmentmdashAccess developer information from httpportalcenteroraclecom create and manage Portal page groups and

Oracle Portal 10g Release 2 Technical Overview Page 21

providers find a portal object display objects most recently creatededited and create a portlet from HTML source

bull Portal AdministrationmdashCreate and manage users and user accounts and profiles create and manage user groups administer global settings and defaults registermanage local portlet providers set Portal language enable portlet login navigate among Portal objects search for users and add and manage local and remote Portal nodes

bull Database AdministrationmdashCreate and manage database schemas create and manage database roles import database objects that have been exported and access reports about the Portal database

bull End UsermdashStore and retrieve frequently accessed URLs search for content within a page group store and retrieve searches access external applications and loginlogout

Figure 3 Oracle Portal is pre-configured with pages and portlets for portal development and administration

Caching page and page content

A fully integrated intelligent cache enables the highest level of performance by minimizing unnecessary re-generation of Portal pages and portlet content Oracle Portal takes full advantage of Oracle Application Server Web Cache Oracles patented in-memory caching technology OracleAS Web Cache combines caching compression and assembly technologies to accelerate the delivery of both static and dynamically generated portal content It also provides back-end Web server

Oracle Portal 10g Release 2 Technical Overview Page 22

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 14: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

Portlet Builder

Portlet developers can choose from thirteen data-driven components to create portlets that interact with enterprise data in an Oracle database or other data sources Components include JavaScript-enhanced data entry forms customizable HTML bar charts and column-style reports that produce results in HTML plain text or MS Excel format A wizard-based declarative design environment guides developers through the steps of building the portlet No scripting or in-depth knowledge of SQL syntax is required Experienced users can insert their own SQL statements to drive their portlets with customized logic

You may use the build wizards accessible from the Navigator to create components or they may be developed in-place on a Portal page The build wizard produces a PLSQL stored procedure that is stored in the database When executed the stored procedure dynamically renders the HTML and JavaScript code that displays the component

The Oracle Portal components you can build are

bull Form - Displays a customized form that can be used as an interface for updating tables executing stored procedures and generating other customized forms You can build three types of forms

o A form based on a table or view enables end users to insert update and delete data in a database table or view

o A master-detail form displays a master row and multiple detail rows within a single HTML page The form contains fields for updating values in two database tables or views

o A form based on a procedure enables end users to insert update and delete data in a database stored procedure

bull Report - Displays data you select from the database table or view in a report The report can have tabular form or custom layout

bull Chart - Displays data you select from a database table or view as a bar chart

bull Data Component - Displays data in spreadsheet format

bull Calendar - Displays data you select from a database table or view as a calendar

bull Dynamic Page - Displays dynamically generated HTML content on a Web page

bull Hierarchy - Displays data you select from a database table or view as a graphical hierarchy of items containing up to three levels

bull Menu - Displays an HTML-based menu containing hyperlinked options to other menus Oracle Portal components or URLs

Oracle Portal 10g Release 2 Technical Overview Page 14

bull Frame Driver - Displays a Web page with two frames End user queries in one frame control the contents of the other frame

bull Link - Displays a clickable link that provides a hypertext jump between Oracle Portal components and other components component customization forms or any HTML page

bull List of Values - Enables end users to choose entry field values in a form or component customization form You can use LOVs when creating components to pre-select the possible values in an entry field The end user clicks the mouse to select a value rather than type it You can also build LOVs based on other LOVs

bull URL - Displays the contents of a URL

bull XML - Displays an XML page as well as optionally applying an XSL stylesheet

The component publishing service also includes five shared components that are leveraged to extend the functionality of the thirteen components described above These shared components are JavaScript User Interface Template Color Definition Image Definition and Font Definition

Oracle Portal Developer Kit (PDK)

Using the Oracle PDK developers can build custom portlets that interact with customer-specific content or applications At a high level the Oracle PDK offers several feature sets including the ability to incorporate off-the-shelf Web Services additional J2EE services and any Web-accessible content In addition developers may also implement portlets as extensions of their existing Web development environment using Java technologies (servlets Java Server Pages) CGI technologies (C C++ etc) scripting languages (Perl PHP) Active Server Pages or as stored procedures (PLSQL or Java) The Oracle PDK provides a gentle slope that allows developers to quickly integrate their existing applications and gradually add portal functionality This minimizes the upfront investment required to build portlets and allows developers to better reuse existing components

Portlet providers may enforce security on their portlet by leveraging the single sign-on features within the portlet architecture In addition developers can take advantage of a set of API-level services in their provider and portlet code The services are provided as a convenience to the developer and their use is optional

For more information on the Oracle PDK visit httpportalcenteroraclecom

Customizing Portlets

Per user and per instance-level portlet personalization offer significant productivity gains to both the Portal developer and the Portal user After a developer creates a portlet definition with a default display a page designer can customize that definition to meet the needs of a particular community Individual users within that

Oracle Portal 10g Release 2 Technical Overview Page 15

community can then apply their own customizations to the very same definition Multiple instances of the same portlet can be added to a single page each with its own independent personalization settings Users with appropriate privileges can also publish their portlet customizations for other users to use

Managing portlet components

Portlet components are easily managed through the use of an integrated navigator tool that allows developers to access perform actions on (browsing granting privileges exporting and deleting) and keep track of related components and database objects

Partners and Community Partners

Oracle PartnerNetwork is a community a portal an interaction center and a worldwide business platform for companies who build their business around Oracles products and solutions By joining Oracle PartnerNetwork you have new opportunities to align Oracles technologies with your solutions and customers needs and increase revenue and profit We offer more than just products and solutions We offer our partners confidence in knowing they selected a stable and innovative company that takes partnership excellence seriously Learn how to accelerate success by becoming a member

Once a member of OPN you may register an interest in specific product focus areas to obtain the specific tools you need and to access program benefits Youll also have the opportunity to go to market with Oracle through business development initiatives

The Oracle Application Server Product Focus is open to all partners who share Oracles vision for an integrated enterprise wide application server solution and who want to develop solutions using Oracles framework The Oracle framework is used for developing and managing applications enterprise portals and mobile solutions Industry leaders are joining the Oracle Application Server Product Focus to provide scalable reliable and integrated solutions to their customers

Not a Member Oracle PartnerNetwork members gain access to exclusive benefits tools and resources Learn how to accelerate your success by becoming a member

Already an OPN Member Have your OPN Administrator declare your interest in Oracle Application Server If you are an Oracle partner declare your interest now in the Application Server Product Focus by contacting your companyrsquos OPN Primary Administrator to ensure the Application Server Product Focus is selected in your profile

Oracle Portal 10g Release 2 Technical Overview Page 16

OPN Administrators - Declare your Product Focus If your company would like to participate with Oracle in the Application Server Product Focus please ensure it is selected in your profile

Portal Developer Services

Oracle Portal Developer Services on OTN provides the Portal developer with all of the latest technology and content related to Oracle Portal making it the quickest way for developers to build and test portals and portlets

By subscribing to Oracle Portal Developer Services you can access a number of services and resources available exclusively to the Portal developer community Not only is it possible to access the development team within Oracle but also to tap into the greater community of Portal developers who have developed expertise in working with portlets Subscribers can also publish their own Portal development knowledge and experience

Subscribers to Portal Developer Services can

bull Build portlets using the Oracle Portal Developer Kit (PDK) As a subscriber you can download pre-release versions of the Oracle PDK You also get exclusive access to the latest how-to articles and development tools to help you build your own portlets

bull Register and test portlets on Oracle Portal Verification Service You can host and test your own portlets on the Oracle Portal Verification Service without having to install and manage your own Portal instance

bull Exchange knowledge with fellow community subscribers Take advantage of all that the Oracle Portal community has to offer As a subscriber you can share Portal development knowledge with fellow community subscribers Upon registration subscribers receive a community folder on Portal Center where they can upload portlet code and portal development insights (up to 4 MB)

bull Participate in subscriber surveys Subscribers may participate in quick polls and detailed surveys published specifically to gather feedback on important topics In particular there is an opportunity to rate articles samples and other content based on their effectiveness

bull Receive newsletter updates Subscribers receive an Oracle Portal Developer newsletter that provides information on the latest content and software related to Portal development

Application Integration

Portal Integration Solutions

Portal Integration (POINT) offers portlets that allow Oracle Portal users to integrate various applications to their portal The following portlets are released as

Oracle Portal 10g Release 2 Technical Overview Page 17

production portlets and are supported by Oracle Support for customers who have appropriate support contracts

bull Lotus Notes Portlet

bull Microsoft Exchange 2000 Portlet

Any other portlets including the following are samples released for test evaluation and education purposes They are not supported through formal Oracle Support mechanisms

bull SAP Generic Portlet

bull SAP Specific Portlets for finance human resources sales and inventory

bull IMAP Portlet

bull SMTP Portlet

bull SMS Portlet

bull IBM Tn3270 Portlet

bull Telnet Portlet

bull Unified Messaging System Portlet

bull Discussion Forum Portlet

bull Site Indexing Portlet

All these portlets are available as free download to Developer Services subscribers Oracle Portal Developer Services is a free subscription to access visit httpportalcenteroraclecom

Integrating with the Oracle E-Business Suite

Pre-built portlets that enable direct access to applications data from the portal are available as part of Oracle Applications 11i All of these portlets are integrated to take advantage of single sign-on as a partner application These portlets are role based and ship in three major categories

bull Daily Business Intelligence Portlets Portlets included with the Daily Business Intelligence product family

bull End-User Portlets Portlets that are useful for Oracle E-Business Suite Release 11i end-users Portlets in this category may be added to default Portal pages for Oracle E-Business Suite Release 11i users or made available to users to add to their own custom pages

bull Applications System Administrator Portlets Portlets that are primarily useful for Oracle E-Business Suite Release 11i system administrators and other non-production purposes Portlets in this category are neither generally useful nor appropriate for end users

Oracle Portal 10g Release 2 Technical Overview Page 18

Integrating with Oracle Collaboration Suite

Pre-built portlets that enable direct access to Oracle Collaboration Suite components and data from the portal are available as part of Oracle Collaboration Suite All of these portlets are integrated to take advantage of single sign-on as a partner application

Integrating enterprise applications

Oracle Application Server Integration is a component comprised of Workflow Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and the OracleAS JCA Adapters which provide connectivity to a host of existing applications and services such as SAP PeopleSoft Siebel MQ Series FTP JMS and others Oracle Portal can use Oracle Integration as the interface to 3rd party enterprise applications This greatly simplifies the integration from the portal perspective by giving you a single mechanism to get at the data from any application

Automating business processes

Portal implementations frequently want to integrate their business processes into their enterprise portal Using the capabilities of Oracle Workflow portal implementations can route information of any type according to user-defined business rules to model automate and continuously improve business practices Both traditional applications-based workflows as well as e-business integration workflows are supported

DEPLOYMENT SUPPORT A complete Oracle Portal installation provides a deployment platform that provides the essential underlying services that a portal needs in a pre-integrated framework As a fundamental service of the Oracle Application Server Oracle Portal leverages the key underlying grid computing capabilities it provides

Grid Computing and Oraclersquos Grid Computing Offering Grid computing is a new software architecture designed to effectively pool together large amounts of low cost modular storage and servers to create a virtual computing resource across which work can be transparently distributed to use capacity very efficiently at low cost and with very high availability The resources in a grid can include storage servers databases application servers and applications By pooling resources together Grid Computing can offer dependable consistent pervasive and inexpensive access to these resources regardless of their location and when needed thereby fulfilling the need for computing capacity on-demand

Oracle offers a comprehensive solution to manage information and run Enterprise Applications on Grids using Oracle Database 10g and Oracle Application Server 10G Both Oracle Database 10g and Oracle Application Server 10g can be managed

Oracle Portal 10g Release 2 Technical Overview Page 19

in a Grid Computing environment using Oracle Grid Control Together these products address the challenges faced by IT organizations today

bull Radically Reduce or Eliminate Excess Computing Capacity by automatically load balancing workloads to use spare capacity efficiently eliminating ldquoislands of computationrdquo

bull Modular Inexpensive Capacity Growth by adding capacity on-demand in low cost modular units

bull Radically Lower Cost of Management by centralizing administration of the resources in a Grid and automating provisioning and administration tasks across these resources

Oracle Application Server 10g and Its Benefits Oracle Application Server 10g the next generation of Oraclersquos Integrated Software Infrastructure for Enterprise Applications has been designed to enable Grid Computing It has been designed to effectively pool together large numbers of low cost servers to create a virtual computing resource across which Enterprise Applications can be transparently distributed to use capacity very efficiently at low cost and with very high availability Any existing application that runs on Oracle Application Server can transparently take advantage of Grid Computing without any changes Service-Oriented Applications will find additional benefits when deployed in a Grid Oracle Application Server 10g provides a number of Grid Computing features most importantly

bull Radically Reduce or Eliminate Excess Computing Capacity through Policy-Based Resource Management Metrics-based Workload Management and a variety of advanced back-up disaster recovery and clustered fail-over solutions to provide maximum availability in a Grid

bull Modular Inexpensive Capacity Growth through Automated Installation Configuration and Software Provisioning (including both software cloning and patch management) across hundreds of nodes in a Grid

bull Radically Lower Cost of Management and eliminate human errors in management through Centralized Systems Monitoring Unified Application Server Cluster Management (including Cluster Monitoring Cluster Optimization and Cluster-wide Application Deployment) and centralized Identity Management across a Grid

Out of the box Oracle Portal is integrated with the directory server Web cache J2EE server and other services to provide a complete platform that is critical for a successful portal deployment The following sections describe the architecture and deployment services leveraged by Oracle Portal

Oracle Portal 10g Release 2 Technical Overview Page 20

Performance and Architecture Oracle Portal is an integral component of the Oracle Application Server The Oracle Application Server has a flexible deployment model that supports a variety of configurations on a broad set of hardware and operating systems for highly scalable performance

Figure 3 MyOracleCom architecture

Assembling pages and portlets

The portal architecture includes a highly tuned multi-threaded servlet engine to retrieve portlet content manage caching assemble Portal pages and deliver completed pages all in parallel Because the engine is deployed on OracleAS Containers for J2EE (OC4J) Oracles highly scalable award winning J2EE framework performance is truly maximized The architecture minimizes hardware costs by enabling the use of commodity hardware deployed within a server farm

Pre-built portlets

Oracle Portal itself is fully portlet enabled All major administration development and end user functions within the portal are accessed via a portlet (see Figure 3) Oracle Portal ships with a set of pre-built portlets installed and configured for portal development portal administration and general use by portal users

bull Portlet DevelopmentmdashAccess developer information from httpportalcenteroraclecom create and manage Portal page groups and

Oracle Portal 10g Release 2 Technical Overview Page 21

providers find a portal object display objects most recently creatededited and create a portlet from HTML source

bull Portal AdministrationmdashCreate and manage users and user accounts and profiles create and manage user groups administer global settings and defaults registermanage local portlet providers set Portal language enable portlet login navigate among Portal objects search for users and add and manage local and remote Portal nodes

bull Database AdministrationmdashCreate and manage database schemas create and manage database roles import database objects that have been exported and access reports about the Portal database

bull End UsermdashStore and retrieve frequently accessed URLs search for content within a page group store and retrieve searches access external applications and loginlogout

Figure 3 Oracle Portal is pre-configured with pages and portlets for portal development and administration

Caching page and page content

A fully integrated intelligent cache enables the highest level of performance by minimizing unnecessary re-generation of Portal pages and portlet content Oracle Portal takes full advantage of Oracle Application Server Web Cache Oracles patented in-memory caching technology OracleAS Web Cache combines caching compression and assembly technologies to accelerate the delivery of both static and dynamically generated portal content It also provides back-end Web server

Oracle Portal 10g Release 2 Technical Overview Page 22

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 15: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

bull Frame Driver - Displays a Web page with two frames End user queries in one frame control the contents of the other frame

bull Link - Displays a clickable link that provides a hypertext jump between Oracle Portal components and other components component customization forms or any HTML page

bull List of Values - Enables end users to choose entry field values in a form or component customization form You can use LOVs when creating components to pre-select the possible values in an entry field The end user clicks the mouse to select a value rather than type it You can also build LOVs based on other LOVs

bull URL - Displays the contents of a URL

bull XML - Displays an XML page as well as optionally applying an XSL stylesheet

The component publishing service also includes five shared components that are leveraged to extend the functionality of the thirteen components described above These shared components are JavaScript User Interface Template Color Definition Image Definition and Font Definition

Oracle Portal Developer Kit (PDK)

Using the Oracle PDK developers can build custom portlets that interact with customer-specific content or applications At a high level the Oracle PDK offers several feature sets including the ability to incorporate off-the-shelf Web Services additional J2EE services and any Web-accessible content In addition developers may also implement portlets as extensions of their existing Web development environment using Java technologies (servlets Java Server Pages) CGI technologies (C C++ etc) scripting languages (Perl PHP) Active Server Pages or as stored procedures (PLSQL or Java) The Oracle PDK provides a gentle slope that allows developers to quickly integrate their existing applications and gradually add portal functionality This minimizes the upfront investment required to build portlets and allows developers to better reuse existing components

Portlet providers may enforce security on their portlet by leveraging the single sign-on features within the portlet architecture In addition developers can take advantage of a set of API-level services in their provider and portlet code The services are provided as a convenience to the developer and their use is optional

For more information on the Oracle PDK visit httpportalcenteroraclecom

Customizing Portlets

Per user and per instance-level portlet personalization offer significant productivity gains to both the Portal developer and the Portal user After a developer creates a portlet definition with a default display a page designer can customize that definition to meet the needs of a particular community Individual users within that

Oracle Portal 10g Release 2 Technical Overview Page 15

community can then apply their own customizations to the very same definition Multiple instances of the same portlet can be added to a single page each with its own independent personalization settings Users with appropriate privileges can also publish their portlet customizations for other users to use

Managing portlet components

Portlet components are easily managed through the use of an integrated navigator tool that allows developers to access perform actions on (browsing granting privileges exporting and deleting) and keep track of related components and database objects

Partners and Community Partners

Oracle PartnerNetwork is a community a portal an interaction center and a worldwide business platform for companies who build their business around Oracles products and solutions By joining Oracle PartnerNetwork you have new opportunities to align Oracles technologies with your solutions and customers needs and increase revenue and profit We offer more than just products and solutions We offer our partners confidence in knowing they selected a stable and innovative company that takes partnership excellence seriously Learn how to accelerate success by becoming a member

Once a member of OPN you may register an interest in specific product focus areas to obtain the specific tools you need and to access program benefits Youll also have the opportunity to go to market with Oracle through business development initiatives

The Oracle Application Server Product Focus is open to all partners who share Oracles vision for an integrated enterprise wide application server solution and who want to develop solutions using Oracles framework The Oracle framework is used for developing and managing applications enterprise portals and mobile solutions Industry leaders are joining the Oracle Application Server Product Focus to provide scalable reliable and integrated solutions to their customers

Not a Member Oracle PartnerNetwork members gain access to exclusive benefits tools and resources Learn how to accelerate your success by becoming a member

Already an OPN Member Have your OPN Administrator declare your interest in Oracle Application Server If you are an Oracle partner declare your interest now in the Application Server Product Focus by contacting your companyrsquos OPN Primary Administrator to ensure the Application Server Product Focus is selected in your profile

Oracle Portal 10g Release 2 Technical Overview Page 16

OPN Administrators - Declare your Product Focus If your company would like to participate with Oracle in the Application Server Product Focus please ensure it is selected in your profile

Portal Developer Services

Oracle Portal Developer Services on OTN provides the Portal developer with all of the latest technology and content related to Oracle Portal making it the quickest way for developers to build and test portals and portlets

By subscribing to Oracle Portal Developer Services you can access a number of services and resources available exclusively to the Portal developer community Not only is it possible to access the development team within Oracle but also to tap into the greater community of Portal developers who have developed expertise in working with portlets Subscribers can also publish their own Portal development knowledge and experience

Subscribers to Portal Developer Services can

bull Build portlets using the Oracle Portal Developer Kit (PDK) As a subscriber you can download pre-release versions of the Oracle PDK You also get exclusive access to the latest how-to articles and development tools to help you build your own portlets

bull Register and test portlets on Oracle Portal Verification Service You can host and test your own portlets on the Oracle Portal Verification Service without having to install and manage your own Portal instance

bull Exchange knowledge with fellow community subscribers Take advantage of all that the Oracle Portal community has to offer As a subscriber you can share Portal development knowledge with fellow community subscribers Upon registration subscribers receive a community folder on Portal Center where they can upload portlet code and portal development insights (up to 4 MB)

bull Participate in subscriber surveys Subscribers may participate in quick polls and detailed surveys published specifically to gather feedback on important topics In particular there is an opportunity to rate articles samples and other content based on their effectiveness

bull Receive newsletter updates Subscribers receive an Oracle Portal Developer newsletter that provides information on the latest content and software related to Portal development

Application Integration

Portal Integration Solutions

Portal Integration (POINT) offers portlets that allow Oracle Portal users to integrate various applications to their portal The following portlets are released as

Oracle Portal 10g Release 2 Technical Overview Page 17

production portlets and are supported by Oracle Support for customers who have appropriate support contracts

bull Lotus Notes Portlet

bull Microsoft Exchange 2000 Portlet

Any other portlets including the following are samples released for test evaluation and education purposes They are not supported through formal Oracle Support mechanisms

bull SAP Generic Portlet

bull SAP Specific Portlets for finance human resources sales and inventory

bull IMAP Portlet

bull SMTP Portlet

bull SMS Portlet

bull IBM Tn3270 Portlet

bull Telnet Portlet

bull Unified Messaging System Portlet

bull Discussion Forum Portlet

bull Site Indexing Portlet

All these portlets are available as free download to Developer Services subscribers Oracle Portal Developer Services is a free subscription to access visit httpportalcenteroraclecom

Integrating with the Oracle E-Business Suite

Pre-built portlets that enable direct access to applications data from the portal are available as part of Oracle Applications 11i All of these portlets are integrated to take advantage of single sign-on as a partner application These portlets are role based and ship in three major categories

bull Daily Business Intelligence Portlets Portlets included with the Daily Business Intelligence product family

bull End-User Portlets Portlets that are useful for Oracle E-Business Suite Release 11i end-users Portlets in this category may be added to default Portal pages for Oracle E-Business Suite Release 11i users or made available to users to add to their own custom pages

bull Applications System Administrator Portlets Portlets that are primarily useful for Oracle E-Business Suite Release 11i system administrators and other non-production purposes Portlets in this category are neither generally useful nor appropriate for end users

Oracle Portal 10g Release 2 Technical Overview Page 18

Integrating with Oracle Collaboration Suite

Pre-built portlets that enable direct access to Oracle Collaboration Suite components and data from the portal are available as part of Oracle Collaboration Suite All of these portlets are integrated to take advantage of single sign-on as a partner application

Integrating enterprise applications

Oracle Application Server Integration is a component comprised of Workflow Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and the OracleAS JCA Adapters which provide connectivity to a host of existing applications and services such as SAP PeopleSoft Siebel MQ Series FTP JMS and others Oracle Portal can use Oracle Integration as the interface to 3rd party enterprise applications This greatly simplifies the integration from the portal perspective by giving you a single mechanism to get at the data from any application

Automating business processes

Portal implementations frequently want to integrate their business processes into their enterprise portal Using the capabilities of Oracle Workflow portal implementations can route information of any type according to user-defined business rules to model automate and continuously improve business practices Both traditional applications-based workflows as well as e-business integration workflows are supported

DEPLOYMENT SUPPORT A complete Oracle Portal installation provides a deployment platform that provides the essential underlying services that a portal needs in a pre-integrated framework As a fundamental service of the Oracle Application Server Oracle Portal leverages the key underlying grid computing capabilities it provides

Grid Computing and Oraclersquos Grid Computing Offering Grid computing is a new software architecture designed to effectively pool together large amounts of low cost modular storage and servers to create a virtual computing resource across which work can be transparently distributed to use capacity very efficiently at low cost and with very high availability The resources in a grid can include storage servers databases application servers and applications By pooling resources together Grid Computing can offer dependable consistent pervasive and inexpensive access to these resources regardless of their location and when needed thereby fulfilling the need for computing capacity on-demand

Oracle offers a comprehensive solution to manage information and run Enterprise Applications on Grids using Oracle Database 10g and Oracle Application Server 10G Both Oracle Database 10g and Oracle Application Server 10g can be managed

Oracle Portal 10g Release 2 Technical Overview Page 19

in a Grid Computing environment using Oracle Grid Control Together these products address the challenges faced by IT organizations today

bull Radically Reduce or Eliminate Excess Computing Capacity by automatically load balancing workloads to use spare capacity efficiently eliminating ldquoislands of computationrdquo

bull Modular Inexpensive Capacity Growth by adding capacity on-demand in low cost modular units

bull Radically Lower Cost of Management by centralizing administration of the resources in a Grid and automating provisioning and administration tasks across these resources

Oracle Application Server 10g and Its Benefits Oracle Application Server 10g the next generation of Oraclersquos Integrated Software Infrastructure for Enterprise Applications has been designed to enable Grid Computing It has been designed to effectively pool together large numbers of low cost servers to create a virtual computing resource across which Enterprise Applications can be transparently distributed to use capacity very efficiently at low cost and with very high availability Any existing application that runs on Oracle Application Server can transparently take advantage of Grid Computing without any changes Service-Oriented Applications will find additional benefits when deployed in a Grid Oracle Application Server 10g provides a number of Grid Computing features most importantly

bull Radically Reduce or Eliminate Excess Computing Capacity through Policy-Based Resource Management Metrics-based Workload Management and a variety of advanced back-up disaster recovery and clustered fail-over solutions to provide maximum availability in a Grid

bull Modular Inexpensive Capacity Growth through Automated Installation Configuration and Software Provisioning (including both software cloning and patch management) across hundreds of nodes in a Grid

bull Radically Lower Cost of Management and eliminate human errors in management through Centralized Systems Monitoring Unified Application Server Cluster Management (including Cluster Monitoring Cluster Optimization and Cluster-wide Application Deployment) and centralized Identity Management across a Grid

Out of the box Oracle Portal is integrated with the directory server Web cache J2EE server and other services to provide a complete platform that is critical for a successful portal deployment The following sections describe the architecture and deployment services leveraged by Oracle Portal

Oracle Portal 10g Release 2 Technical Overview Page 20

Performance and Architecture Oracle Portal is an integral component of the Oracle Application Server The Oracle Application Server has a flexible deployment model that supports a variety of configurations on a broad set of hardware and operating systems for highly scalable performance

Figure 3 MyOracleCom architecture

Assembling pages and portlets

The portal architecture includes a highly tuned multi-threaded servlet engine to retrieve portlet content manage caching assemble Portal pages and deliver completed pages all in parallel Because the engine is deployed on OracleAS Containers for J2EE (OC4J) Oracles highly scalable award winning J2EE framework performance is truly maximized The architecture minimizes hardware costs by enabling the use of commodity hardware deployed within a server farm

Pre-built portlets

Oracle Portal itself is fully portlet enabled All major administration development and end user functions within the portal are accessed via a portlet (see Figure 3) Oracle Portal ships with a set of pre-built portlets installed and configured for portal development portal administration and general use by portal users

bull Portlet DevelopmentmdashAccess developer information from httpportalcenteroraclecom create and manage Portal page groups and

Oracle Portal 10g Release 2 Technical Overview Page 21

providers find a portal object display objects most recently creatededited and create a portlet from HTML source

bull Portal AdministrationmdashCreate and manage users and user accounts and profiles create and manage user groups administer global settings and defaults registermanage local portlet providers set Portal language enable portlet login navigate among Portal objects search for users and add and manage local and remote Portal nodes

bull Database AdministrationmdashCreate and manage database schemas create and manage database roles import database objects that have been exported and access reports about the Portal database

bull End UsermdashStore and retrieve frequently accessed URLs search for content within a page group store and retrieve searches access external applications and loginlogout

Figure 3 Oracle Portal is pre-configured with pages and portlets for portal development and administration

Caching page and page content

A fully integrated intelligent cache enables the highest level of performance by minimizing unnecessary re-generation of Portal pages and portlet content Oracle Portal takes full advantage of Oracle Application Server Web Cache Oracles patented in-memory caching technology OracleAS Web Cache combines caching compression and assembly technologies to accelerate the delivery of both static and dynamically generated portal content It also provides back-end Web server

Oracle Portal 10g Release 2 Technical Overview Page 22

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 16: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

community can then apply their own customizations to the very same definition Multiple instances of the same portlet can be added to a single page each with its own independent personalization settings Users with appropriate privileges can also publish their portlet customizations for other users to use

Managing portlet components

Portlet components are easily managed through the use of an integrated navigator tool that allows developers to access perform actions on (browsing granting privileges exporting and deleting) and keep track of related components and database objects

Partners and Community Partners

Oracle PartnerNetwork is a community a portal an interaction center and a worldwide business platform for companies who build their business around Oracles products and solutions By joining Oracle PartnerNetwork you have new opportunities to align Oracles technologies with your solutions and customers needs and increase revenue and profit We offer more than just products and solutions We offer our partners confidence in knowing they selected a stable and innovative company that takes partnership excellence seriously Learn how to accelerate success by becoming a member

Once a member of OPN you may register an interest in specific product focus areas to obtain the specific tools you need and to access program benefits Youll also have the opportunity to go to market with Oracle through business development initiatives

The Oracle Application Server Product Focus is open to all partners who share Oracles vision for an integrated enterprise wide application server solution and who want to develop solutions using Oracles framework The Oracle framework is used for developing and managing applications enterprise portals and mobile solutions Industry leaders are joining the Oracle Application Server Product Focus to provide scalable reliable and integrated solutions to their customers

Not a Member Oracle PartnerNetwork members gain access to exclusive benefits tools and resources Learn how to accelerate your success by becoming a member

Already an OPN Member Have your OPN Administrator declare your interest in Oracle Application Server If you are an Oracle partner declare your interest now in the Application Server Product Focus by contacting your companyrsquos OPN Primary Administrator to ensure the Application Server Product Focus is selected in your profile

Oracle Portal 10g Release 2 Technical Overview Page 16

OPN Administrators - Declare your Product Focus If your company would like to participate with Oracle in the Application Server Product Focus please ensure it is selected in your profile

Portal Developer Services

Oracle Portal Developer Services on OTN provides the Portal developer with all of the latest technology and content related to Oracle Portal making it the quickest way for developers to build and test portals and portlets

By subscribing to Oracle Portal Developer Services you can access a number of services and resources available exclusively to the Portal developer community Not only is it possible to access the development team within Oracle but also to tap into the greater community of Portal developers who have developed expertise in working with portlets Subscribers can also publish their own Portal development knowledge and experience

Subscribers to Portal Developer Services can

bull Build portlets using the Oracle Portal Developer Kit (PDK) As a subscriber you can download pre-release versions of the Oracle PDK You also get exclusive access to the latest how-to articles and development tools to help you build your own portlets

bull Register and test portlets on Oracle Portal Verification Service You can host and test your own portlets on the Oracle Portal Verification Service without having to install and manage your own Portal instance

bull Exchange knowledge with fellow community subscribers Take advantage of all that the Oracle Portal community has to offer As a subscriber you can share Portal development knowledge with fellow community subscribers Upon registration subscribers receive a community folder on Portal Center where they can upload portlet code and portal development insights (up to 4 MB)

bull Participate in subscriber surveys Subscribers may participate in quick polls and detailed surveys published specifically to gather feedback on important topics In particular there is an opportunity to rate articles samples and other content based on their effectiveness

bull Receive newsletter updates Subscribers receive an Oracle Portal Developer newsletter that provides information on the latest content and software related to Portal development

Application Integration

Portal Integration Solutions

Portal Integration (POINT) offers portlets that allow Oracle Portal users to integrate various applications to their portal The following portlets are released as

Oracle Portal 10g Release 2 Technical Overview Page 17

production portlets and are supported by Oracle Support for customers who have appropriate support contracts

bull Lotus Notes Portlet

bull Microsoft Exchange 2000 Portlet

Any other portlets including the following are samples released for test evaluation and education purposes They are not supported through formal Oracle Support mechanisms

bull SAP Generic Portlet

bull SAP Specific Portlets for finance human resources sales and inventory

bull IMAP Portlet

bull SMTP Portlet

bull SMS Portlet

bull IBM Tn3270 Portlet

bull Telnet Portlet

bull Unified Messaging System Portlet

bull Discussion Forum Portlet

bull Site Indexing Portlet

All these portlets are available as free download to Developer Services subscribers Oracle Portal Developer Services is a free subscription to access visit httpportalcenteroraclecom

Integrating with the Oracle E-Business Suite

Pre-built portlets that enable direct access to applications data from the portal are available as part of Oracle Applications 11i All of these portlets are integrated to take advantage of single sign-on as a partner application These portlets are role based and ship in three major categories

bull Daily Business Intelligence Portlets Portlets included with the Daily Business Intelligence product family

bull End-User Portlets Portlets that are useful for Oracle E-Business Suite Release 11i end-users Portlets in this category may be added to default Portal pages for Oracle E-Business Suite Release 11i users or made available to users to add to their own custom pages

bull Applications System Administrator Portlets Portlets that are primarily useful for Oracle E-Business Suite Release 11i system administrators and other non-production purposes Portlets in this category are neither generally useful nor appropriate for end users

Oracle Portal 10g Release 2 Technical Overview Page 18

Integrating with Oracle Collaboration Suite

Pre-built portlets that enable direct access to Oracle Collaboration Suite components and data from the portal are available as part of Oracle Collaboration Suite All of these portlets are integrated to take advantage of single sign-on as a partner application

Integrating enterprise applications

Oracle Application Server Integration is a component comprised of Workflow Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and the OracleAS JCA Adapters which provide connectivity to a host of existing applications and services such as SAP PeopleSoft Siebel MQ Series FTP JMS and others Oracle Portal can use Oracle Integration as the interface to 3rd party enterprise applications This greatly simplifies the integration from the portal perspective by giving you a single mechanism to get at the data from any application

Automating business processes

Portal implementations frequently want to integrate their business processes into their enterprise portal Using the capabilities of Oracle Workflow portal implementations can route information of any type according to user-defined business rules to model automate and continuously improve business practices Both traditional applications-based workflows as well as e-business integration workflows are supported

DEPLOYMENT SUPPORT A complete Oracle Portal installation provides a deployment platform that provides the essential underlying services that a portal needs in a pre-integrated framework As a fundamental service of the Oracle Application Server Oracle Portal leverages the key underlying grid computing capabilities it provides

Grid Computing and Oraclersquos Grid Computing Offering Grid computing is a new software architecture designed to effectively pool together large amounts of low cost modular storage and servers to create a virtual computing resource across which work can be transparently distributed to use capacity very efficiently at low cost and with very high availability The resources in a grid can include storage servers databases application servers and applications By pooling resources together Grid Computing can offer dependable consistent pervasive and inexpensive access to these resources regardless of their location and when needed thereby fulfilling the need for computing capacity on-demand

Oracle offers a comprehensive solution to manage information and run Enterprise Applications on Grids using Oracle Database 10g and Oracle Application Server 10G Both Oracle Database 10g and Oracle Application Server 10g can be managed

Oracle Portal 10g Release 2 Technical Overview Page 19

in a Grid Computing environment using Oracle Grid Control Together these products address the challenges faced by IT organizations today

bull Radically Reduce or Eliminate Excess Computing Capacity by automatically load balancing workloads to use spare capacity efficiently eliminating ldquoislands of computationrdquo

bull Modular Inexpensive Capacity Growth by adding capacity on-demand in low cost modular units

bull Radically Lower Cost of Management by centralizing administration of the resources in a Grid and automating provisioning and administration tasks across these resources

Oracle Application Server 10g and Its Benefits Oracle Application Server 10g the next generation of Oraclersquos Integrated Software Infrastructure for Enterprise Applications has been designed to enable Grid Computing It has been designed to effectively pool together large numbers of low cost servers to create a virtual computing resource across which Enterprise Applications can be transparently distributed to use capacity very efficiently at low cost and with very high availability Any existing application that runs on Oracle Application Server can transparently take advantage of Grid Computing without any changes Service-Oriented Applications will find additional benefits when deployed in a Grid Oracle Application Server 10g provides a number of Grid Computing features most importantly

bull Radically Reduce or Eliminate Excess Computing Capacity through Policy-Based Resource Management Metrics-based Workload Management and a variety of advanced back-up disaster recovery and clustered fail-over solutions to provide maximum availability in a Grid

bull Modular Inexpensive Capacity Growth through Automated Installation Configuration and Software Provisioning (including both software cloning and patch management) across hundreds of nodes in a Grid

bull Radically Lower Cost of Management and eliminate human errors in management through Centralized Systems Monitoring Unified Application Server Cluster Management (including Cluster Monitoring Cluster Optimization and Cluster-wide Application Deployment) and centralized Identity Management across a Grid

Out of the box Oracle Portal is integrated with the directory server Web cache J2EE server and other services to provide a complete platform that is critical for a successful portal deployment The following sections describe the architecture and deployment services leveraged by Oracle Portal

Oracle Portal 10g Release 2 Technical Overview Page 20

Performance and Architecture Oracle Portal is an integral component of the Oracle Application Server The Oracle Application Server has a flexible deployment model that supports a variety of configurations on a broad set of hardware and operating systems for highly scalable performance

Figure 3 MyOracleCom architecture

Assembling pages and portlets

The portal architecture includes a highly tuned multi-threaded servlet engine to retrieve portlet content manage caching assemble Portal pages and deliver completed pages all in parallel Because the engine is deployed on OracleAS Containers for J2EE (OC4J) Oracles highly scalable award winning J2EE framework performance is truly maximized The architecture minimizes hardware costs by enabling the use of commodity hardware deployed within a server farm

Pre-built portlets

Oracle Portal itself is fully portlet enabled All major administration development and end user functions within the portal are accessed via a portlet (see Figure 3) Oracle Portal ships with a set of pre-built portlets installed and configured for portal development portal administration and general use by portal users

bull Portlet DevelopmentmdashAccess developer information from httpportalcenteroraclecom create and manage Portal page groups and

Oracle Portal 10g Release 2 Technical Overview Page 21

providers find a portal object display objects most recently creatededited and create a portlet from HTML source

bull Portal AdministrationmdashCreate and manage users and user accounts and profiles create and manage user groups administer global settings and defaults registermanage local portlet providers set Portal language enable portlet login navigate among Portal objects search for users and add and manage local and remote Portal nodes

bull Database AdministrationmdashCreate and manage database schemas create and manage database roles import database objects that have been exported and access reports about the Portal database

bull End UsermdashStore and retrieve frequently accessed URLs search for content within a page group store and retrieve searches access external applications and loginlogout

Figure 3 Oracle Portal is pre-configured with pages and portlets for portal development and administration

Caching page and page content

A fully integrated intelligent cache enables the highest level of performance by minimizing unnecessary re-generation of Portal pages and portlet content Oracle Portal takes full advantage of Oracle Application Server Web Cache Oracles patented in-memory caching technology OracleAS Web Cache combines caching compression and assembly technologies to accelerate the delivery of both static and dynamically generated portal content It also provides back-end Web server

Oracle Portal 10g Release 2 Technical Overview Page 22

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 17: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

OPN Administrators - Declare your Product Focus If your company would like to participate with Oracle in the Application Server Product Focus please ensure it is selected in your profile

Portal Developer Services

Oracle Portal Developer Services on OTN provides the Portal developer with all of the latest technology and content related to Oracle Portal making it the quickest way for developers to build and test portals and portlets

By subscribing to Oracle Portal Developer Services you can access a number of services and resources available exclusively to the Portal developer community Not only is it possible to access the development team within Oracle but also to tap into the greater community of Portal developers who have developed expertise in working with portlets Subscribers can also publish their own Portal development knowledge and experience

Subscribers to Portal Developer Services can

bull Build portlets using the Oracle Portal Developer Kit (PDK) As a subscriber you can download pre-release versions of the Oracle PDK You also get exclusive access to the latest how-to articles and development tools to help you build your own portlets

bull Register and test portlets on Oracle Portal Verification Service You can host and test your own portlets on the Oracle Portal Verification Service without having to install and manage your own Portal instance

bull Exchange knowledge with fellow community subscribers Take advantage of all that the Oracle Portal community has to offer As a subscriber you can share Portal development knowledge with fellow community subscribers Upon registration subscribers receive a community folder on Portal Center where they can upload portlet code and portal development insights (up to 4 MB)

bull Participate in subscriber surveys Subscribers may participate in quick polls and detailed surveys published specifically to gather feedback on important topics In particular there is an opportunity to rate articles samples and other content based on their effectiveness

bull Receive newsletter updates Subscribers receive an Oracle Portal Developer newsletter that provides information on the latest content and software related to Portal development

Application Integration

Portal Integration Solutions

Portal Integration (POINT) offers portlets that allow Oracle Portal users to integrate various applications to their portal The following portlets are released as

Oracle Portal 10g Release 2 Technical Overview Page 17

production portlets and are supported by Oracle Support for customers who have appropriate support contracts

bull Lotus Notes Portlet

bull Microsoft Exchange 2000 Portlet

Any other portlets including the following are samples released for test evaluation and education purposes They are not supported through formal Oracle Support mechanisms

bull SAP Generic Portlet

bull SAP Specific Portlets for finance human resources sales and inventory

bull IMAP Portlet

bull SMTP Portlet

bull SMS Portlet

bull IBM Tn3270 Portlet

bull Telnet Portlet

bull Unified Messaging System Portlet

bull Discussion Forum Portlet

bull Site Indexing Portlet

All these portlets are available as free download to Developer Services subscribers Oracle Portal Developer Services is a free subscription to access visit httpportalcenteroraclecom

Integrating with the Oracle E-Business Suite

Pre-built portlets that enable direct access to applications data from the portal are available as part of Oracle Applications 11i All of these portlets are integrated to take advantage of single sign-on as a partner application These portlets are role based and ship in three major categories

bull Daily Business Intelligence Portlets Portlets included with the Daily Business Intelligence product family

bull End-User Portlets Portlets that are useful for Oracle E-Business Suite Release 11i end-users Portlets in this category may be added to default Portal pages for Oracle E-Business Suite Release 11i users or made available to users to add to their own custom pages

bull Applications System Administrator Portlets Portlets that are primarily useful for Oracle E-Business Suite Release 11i system administrators and other non-production purposes Portlets in this category are neither generally useful nor appropriate for end users

Oracle Portal 10g Release 2 Technical Overview Page 18

Integrating with Oracle Collaboration Suite

Pre-built portlets that enable direct access to Oracle Collaboration Suite components and data from the portal are available as part of Oracle Collaboration Suite All of these portlets are integrated to take advantage of single sign-on as a partner application

Integrating enterprise applications

Oracle Application Server Integration is a component comprised of Workflow Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and the OracleAS JCA Adapters which provide connectivity to a host of existing applications and services such as SAP PeopleSoft Siebel MQ Series FTP JMS and others Oracle Portal can use Oracle Integration as the interface to 3rd party enterprise applications This greatly simplifies the integration from the portal perspective by giving you a single mechanism to get at the data from any application

Automating business processes

Portal implementations frequently want to integrate their business processes into their enterprise portal Using the capabilities of Oracle Workflow portal implementations can route information of any type according to user-defined business rules to model automate and continuously improve business practices Both traditional applications-based workflows as well as e-business integration workflows are supported

DEPLOYMENT SUPPORT A complete Oracle Portal installation provides a deployment platform that provides the essential underlying services that a portal needs in a pre-integrated framework As a fundamental service of the Oracle Application Server Oracle Portal leverages the key underlying grid computing capabilities it provides

Grid Computing and Oraclersquos Grid Computing Offering Grid computing is a new software architecture designed to effectively pool together large amounts of low cost modular storage and servers to create a virtual computing resource across which work can be transparently distributed to use capacity very efficiently at low cost and with very high availability The resources in a grid can include storage servers databases application servers and applications By pooling resources together Grid Computing can offer dependable consistent pervasive and inexpensive access to these resources regardless of their location and when needed thereby fulfilling the need for computing capacity on-demand

Oracle offers a comprehensive solution to manage information and run Enterprise Applications on Grids using Oracle Database 10g and Oracle Application Server 10G Both Oracle Database 10g and Oracle Application Server 10g can be managed

Oracle Portal 10g Release 2 Technical Overview Page 19

in a Grid Computing environment using Oracle Grid Control Together these products address the challenges faced by IT organizations today

bull Radically Reduce or Eliminate Excess Computing Capacity by automatically load balancing workloads to use spare capacity efficiently eliminating ldquoislands of computationrdquo

bull Modular Inexpensive Capacity Growth by adding capacity on-demand in low cost modular units

bull Radically Lower Cost of Management by centralizing administration of the resources in a Grid and automating provisioning and administration tasks across these resources

Oracle Application Server 10g and Its Benefits Oracle Application Server 10g the next generation of Oraclersquos Integrated Software Infrastructure for Enterprise Applications has been designed to enable Grid Computing It has been designed to effectively pool together large numbers of low cost servers to create a virtual computing resource across which Enterprise Applications can be transparently distributed to use capacity very efficiently at low cost and with very high availability Any existing application that runs on Oracle Application Server can transparently take advantage of Grid Computing without any changes Service-Oriented Applications will find additional benefits when deployed in a Grid Oracle Application Server 10g provides a number of Grid Computing features most importantly

bull Radically Reduce or Eliminate Excess Computing Capacity through Policy-Based Resource Management Metrics-based Workload Management and a variety of advanced back-up disaster recovery and clustered fail-over solutions to provide maximum availability in a Grid

bull Modular Inexpensive Capacity Growth through Automated Installation Configuration and Software Provisioning (including both software cloning and patch management) across hundreds of nodes in a Grid

bull Radically Lower Cost of Management and eliminate human errors in management through Centralized Systems Monitoring Unified Application Server Cluster Management (including Cluster Monitoring Cluster Optimization and Cluster-wide Application Deployment) and centralized Identity Management across a Grid

Out of the box Oracle Portal is integrated with the directory server Web cache J2EE server and other services to provide a complete platform that is critical for a successful portal deployment The following sections describe the architecture and deployment services leveraged by Oracle Portal

Oracle Portal 10g Release 2 Technical Overview Page 20

Performance and Architecture Oracle Portal is an integral component of the Oracle Application Server The Oracle Application Server has a flexible deployment model that supports a variety of configurations on a broad set of hardware and operating systems for highly scalable performance

Figure 3 MyOracleCom architecture

Assembling pages and portlets

The portal architecture includes a highly tuned multi-threaded servlet engine to retrieve portlet content manage caching assemble Portal pages and deliver completed pages all in parallel Because the engine is deployed on OracleAS Containers for J2EE (OC4J) Oracles highly scalable award winning J2EE framework performance is truly maximized The architecture minimizes hardware costs by enabling the use of commodity hardware deployed within a server farm

Pre-built portlets

Oracle Portal itself is fully portlet enabled All major administration development and end user functions within the portal are accessed via a portlet (see Figure 3) Oracle Portal ships with a set of pre-built portlets installed and configured for portal development portal administration and general use by portal users

bull Portlet DevelopmentmdashAccess developer information from httpportalcenteroraclecom create and manage Portal page groups and

Oracle Portal 10g Release 2 Technical Overview Page 21

providers find a portal object display objects most recently creatededited and create a portlet from HTML source

bull Portal AdministrationmdashCreate and manage users and user accounts and profiles create and manage user groups administer global settings and defaults registermanage local portlet providers set Portal language enable portlet login navigate among Portal objects search for users and add and manage local and remote Portal nodes

bull Database AdministrationmdashCreate and manage database schemas create and manage database roles import database objects that have been exported and access reports about the Portal database

bull End UsermdashStore and retrieve frequently accessed URLs search for content within a page group store and retrieve searches access external applications and loginlogout

Figure 3 Oracle Portal is pre-configured with pages and portlets for portal development and administration

Caching page and page content

A fully integrated intelligent cache enables the highest level of performance by minimizing unnecessary re-generation of Portal pages and portlet content Oracle Portal takes full advantage of Oracle Application Server Web Cache Oracles patented in-memory caching technology OracleAS Web Cache combines caching compression and assembly technologies to accelerate the delivery of both static and dynamically generated portal content It also provides back-end Web server

Oracle Portal 10g Release 2 Technical Overview Page 22

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 18: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

production portlets and are supported by Oracle Support for customers who have appropriate support contracts

bull Lotus Notes Portlet

bull Microsoft Exchange 2000 Portlet

Any other portlets including the following are samples released for test evaluation and education purposes They are not supported through formal Oracle Support mechanisms

bull SAP Generic Portlet

bull SAP Specific Portlets for finance human resources sales and inventory

bull IMAP Portlet

bull SMTP Portlet

bull SMS Portlet

bull IBM Tn3270 Portlet

bull Telnet Portlet

bull Unified Messaging System Portlet

bull Discussion Forum Portlet

bull Site Indexing Portlet

All these portlets are available as free download to Developer Services subscribers Oracle Portal Developer Services is a free subscription to access visit httpportalcenteroraclecom

Integrating with the Oracle E-Business Suite

Pre-built portlets that enable direct access to applications data from the portal are available as part of Oracle Applications 11i All of these portlets are integrated to take advantage of single sign-on as a partner application These portlets are role based and ship in three major categories

bull Daily Business Intelligence Portlets Portlets included with the Daily Business Intelligence product family

bull End-User Portlets Portlets that are useful for Oracle E-Business Suite Release 11i end-users Portlets in this category may be added to default Portal pages for Oracle E-Business Suite Release 11i users or made available to users to add to their own custom pages

bull Applications System Administrator Portlets Portlets that are primarily useful for Oracle E-Business Suite Release 11i system administrators and other non-production purposes Portlets in this category are neither generally useful nor appropriate for end users

Oracle Portal 10g Release 2 Technical Overview Page 18

Integrating with Oracle Collaboration Suite

Pre-built portlets that enable direct access to Oracle Collaboration Suite components and data from the portal are available as part of Oracle Collaboration Suite All of these portlets are integrated to take advantage of single sign-on as a partner application

Integrating enterprise applications

Oracle Application Server Integration is a component comprised of Workflow Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and the OracleAS JCA Adapters which provide connectivity to a host of existing applications and services such as SAP PeopleSoft Siebel MQ Series FTP JMS and others Oracle Portal can use Oracle Integration as the interface to 3rd party enterprise applications This greatly simplifies the integration from the portal perspective by giving you a single mechanism to get at the data from any application

Automating business processes

Portal implementations frequently want to integrate their business processes into their enterprise portal Using the capabilities of Oracle Workflow portal implementations can route information of any type according to user-defined business rules to model automate and continuously improve business practices Both traditional applications-based workflows as well as e-business integration workflows are supported

DEPLOYMENT SUPPORT A complete Oracle Portal installation provides a deployment platform that provides the essential underlying services that a portal needs in a pre-integrated framework As a fundamental service of the Oracle Application Server Oracle Portal leverages the key underlying grid computing capabilities it provides

Grid Computing and Oraclersquos Grid Computing Offering Grid computing is a new software architecture designed to effectively pool together large amounts of low cost modular storage and servers to create a virtual computing resource across which work can be transparently distributed to use capacity very efficiently at low cost and with very high availability The resources in a grid can include storage servers databases application servers and applications By pooling resources together Grid Computing can offer dependable consistent pervasive and inexpensive access to these resources regardless of their location and when needed thereby fulfilling the need for computing capacity on-demand

Oracle offers a comprehensive solution to manage information and run Enterprise Applications on Grids using Oracle Database 10g and Oracle Application Server 10G Both Oracle Database 10g and Oracle Application Server 10g can be managed

Oracle Portal 10g Release 2 Technical Overview Page 19

in a Grid Computing environment using Oracle Grid Control Together these products address the challenges faced by IT organizations today

bull Radically Reduce or Eliminate Excess Computing Capacity by automatically load balancing workloads to use spare capacity efficiently eliminating ldquoislands of computationrdquo

bull Modular Inexpensive Capacity Growth by adding capacity on-demand in low cost modular units

bull Radically Lower Cost of Management by centralizing administration of the resources in a Grid and automating provisioning and administration tasks across these resources

Oracle Application Server 10g and Its Benefits Oracle Application Server 10g the next generation of Oraclersquos Integrated Software Infrastructure for Enterprise Applications has been designed to enable Grid Computing It has been designed to effectively pool together large numbers of low cost servers to create a virtual computing resource across which Enterprise Applications can be transparently distributed to use capacity very efficiently at low cost and with very high availability Any existing application that runs on Oracle Application Server can transparently take advantage of Grid Computing without any changes Service-Oriented Applications will find additional benefits when deployed in a Grid Oracle Application Server 10g provides a number of Grid Computing features most importantly

bull Radically Reduce or Eliminate Excess Computing Capacity through Policy-Based Resource Management Metrics-based Workload Management and a variety of advanced back-up disaster recovery and clustered fail-over solutions to provide maximum availability in a Grid

bull Modular Inexpensive Capacity Growth through Automated Installation Configuration and Software Provisioning (including both software cloning and patch management) across hundreds of nodes in a Grid

bull Radically Lower Cost of Management and eliminate human errors in management through Centralized Systems Monitoring Unified Application Server Cluster Management (including Cluster Monitoring Cluster Optimization and Cluster-wide Application Deployment) and centralized Identity Management across a Grid

Out of the box Oracle Portal is integrated with the directory server Web cache J2EE server and other services to provide a complete platform that is critical for a successful portal deployment The following sections describe the architecture and deployment services leveraged by Oracle Portal

Oracle Portal 10g Release 2 Technical Overview Page 20

Performance and Architecture Oracle Portal is an integral component of the Oracle Application Server The Oracle Application Server has a flexible deployment model that supports a variety of configurations on a broad set of hardware and operating systems for highly scalable performance

Figure 3 MyOracleCom architecture

Assembling pages and portlets

The portal architecture includes a highly tuned multi-threaded servlet engine to retrieve portlet content manage caching assemble Portal pages and deliver completed pages all in parallel Because the engine is deployed on OracleAS Containers for J2EE (OC4J) Oracles highly scalable award winning J2EE framework performance is truly maximized The architecture minimizes hardware costs by enabling the use of commodity hardware deployed within a server farm

Pre-built portlets

Oracle Portal itself is fully portlet enabled All major administration development and end user functions within the portal are accessed via a portlet (see Figure 3) Oracle Portal ships with a set of pre-built portlets installed and configured for portal development portal administration and general use by portal users

bull Portlet DevelopmentmdashAccess developer information from httpportalcenteroraclecom create and manage Portal page groups and

Oracle Portal 10g Release 2 Technical Overview Page 21

providers find a portal object display objects most recently creatededited and create a portlet from HTML source

bull Portal AdministrationmdashCreate and manage users and user accounts and profiles create and manage user groups administer global settings and defaults registermanage local portlet providers set Portal language enable portlet login navigate among Portal objects search for users and add and manage local and remote Portal nodes

bull Database AdministrationmdashCreate and manage database schemas create and manage database roles import database objects that have been exported and access reports about the Portal database

bull End UsermdashStore and retrieve frequently accessed URLs search for content within a page group store and retrieve searches access external applications and loginlogout

Figure 3 Oracle Portal is pre-configured with pages and portlets for portal development and administration

Caching page and page content

A fully integrated intelligent cache enables the highest level of performance by minimizing unnecessary re-generation of Portal pages and portlet content Oracle Portal takes full advantage of Oracle Application Server Web Cache Oracles patented in-memory caching technology OracleAS Web Cache combines caching compression and assembly technologies to accelerate the delivery of both static and dynamically generated portal content It also provides back-end Web server

Oracle Portal 10g Release 2 Technical Overview Page 22

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 19: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

Integrating with Oracle Collaboration Suite

Pre-built portlets that enable direct access to Oracle Collaboration Suite components and data from the portal are available as part of Oracle Collaboration Suite All of these portlets are integrated to take advantage of single sign-on as a partner application

Integrating enterprise applications

Oracle Application Server Integration is a component comprised of Workflow Oracle Application Server Interconnect Oracle Application Server ProcessConnect Oracle Workflow and the OracleAS JCA Adapters which provide connectivity to a host of existing applications and services such as SAP PeopleSoft Siebel MQ Series FTP JMS and others Oracle Portal can use Oracle Integration as the interface to 3rd party enterprise applications This greatly simplifies the integration from the portal perspective by giving you a single mechanism to get at the data from any application

Automating business processes

Portal implementations frequently want to integrate their business processes into their enterprise portal Using the capabilities of Oracle Workflow portal implementations can route information of any type according to user-defined business rules to model automate and continuously improve business practices Both traditional applications-based workflows as well as e-business integration workflows are supported

DEPLOYMENT SUPPORT A complete Oracle Portal installation provides a deployment platform that provides the essential underlying services that a portal needs in a pre-integrated framework As a fundamental service of the Oracle Application Server Oracle Portal leverages the key underlying grid computing capabilities it provides

Grid Computing and Oraclersquos Grid Computing Offering Grid computing is a new software architecture designed to effectively pool together large amounts of low cost modular storage and servers to create a virtual computing resource across which work can be transparently distributed to use capacity very efficiently at low cost and with very high availability The resources in a grid can include storage servers databases application servers and applications By pooling resources together Grid Computing can offer dependable consistent pervasive and inexpensive access to these resources regardless of their location and when needed thereby fulfilling the need for computing capacity on-demand

Oracle offers a comprehensive solution to manage information and run Enterprise Applications on Grids using Oracle Database 10g and Oracle Application Server 10G Both Oracle Database 10g and Oracle Application Server 10g can be managed

Oracle Portal 10g Release 2 Technical Overview Page 19

in a Grid Computing environment using Oracle Grid Control Together these products address the challenges faced by IT organizations today

bull Radically Reduce or Eliminate Excess Computing Capacity by automatically load balancing workloads to use spare capacity efficiently eliminating ldquoislands of computationrdquo

bull Modular Inexpensive Capacity Growth by adding capacity on-demand in low cost modular units

bull Radically Lower Cost of Management by centralizing administration of the resources in a Grid and automating provisioning and administration tasks across these resources

Oracle Application Server 10g and Its Benefits Oracle Application Server 10g the next generation of Oraclersquos Integrated Software Infrastructure for Enterprise Applications has been designed to enable Grid Computing It has been designed to effectively pool together large numbers of low cost servers to create a virtual computing resource across which Enterprise Applications can be transparently distributed to use capacity very efficiently at low cost and with very high availability Any existing application that runs on Oracle Application Server can transparently take advantage of Grid Computing without any changes Service-Oriented Applications will find additional benefits when deployed in a Grid Oracle Application Server 10g provides a number of Grid Computing features most importantly

bull Radically Reduce or Eliminate Excess Computing Capacity through Policy-Based Resource Management Metrics-based Workload Management and a variety of advanced back-up disaster recovery and clustered fail-over solutions to provide maximum availability in a Grid

bull Modular Inexpensive Capacity Growth through Automated Installation Configuration and Software Provisioning (including both software cloning and patch management) across hundreds of nodes in a Grid

bull Radically Lower Cost of Management and eliminate human errors in management through Centralized Systems Monitoring Unified Application Server Cluster Management (including Cluster Monitoring Cluster Optimization and Cluster-wide Application Deployment) and centralized Identity Management across a Grid

Out of the box Oracle Portal is integrated with the directory server Web cache J2EE server and other services to provide a complete platform that is critical for a successful portal deployment The following sections describe the architecture and deployment services leveraged by Oracle Portal

Oracle Portal 10g Release 2 Technical Overview Page 20

Performance and Architecture Oracle Portal is an integral component of the Oracle Application Server The Oracle Application Server has a flexible deployment model that supports a variety of configurations on a broad set of hardware and operating systems for highly scalable performance

Figure 3 MyOracleCom architecture

Assembling pages and portlets

The portal architecture includes a highly tuned multi-threaded servlet engine to retrieve portlet content manage caching assemble Portal pages and deliver completed pages all in parallel Because the engine is deployed on OracleAS Containers for J2EE (OC4J) Oracles highly scalable award winning J2EE framework performance is truly maximized The architecture minimizes hardware costs by enabling the use of commodity hardware deployed within a server farm

Pre-built portlets

Oracle Portal itself is fully portlet enabled All major administration development and end user functions within the portal are accessed via a portlet (see Figure 3) Oracle Portal ships with a set of pre-built portlets installed and configured for portal development portal administration and general use by portal users

bull Portlet DevelopmentmdashAccess developer information from httpportalcenteroraclecom create and manage Portal page groups and

Oracle Portal 10g Release 2 Technical Overview Page 21

providers find a portal object display objects most recently creatededited and create a portlet from HTML source

bull Portal AdministrationmdashCreate and manage users and user accounts and profiles create and manage user groups administer global settings and defaults registermanage local portlet providers set Portal language enable portlet login navigate among Portal objects search for users and add and manage local and remote Portal nodes

bull Database AdministrationmdashCreate and manage database schemas create and manage database roles import database objects that have been exported and access reports about the Portal database

bull End UsermdashStore and retrieve frequently accessed URLs search for content within a page group store and retrieve searches access external applications and loginlogout

Figure 3 Oracle Portal is pre-configured with pages and portlets for portal development and administration

Caching page and page content

A fully integrated intelligent cache enables the highest level of performance by minimizing unnecessary re-generation of Portal pages and portlet content Oracle Portal takes full advantage of Oracle Application Server Web Cache Oracles patented in-memory caching technology OracleAS Web Cache combines caching compression and assembly technologies to accelerate the delivery of both static and dynamically generated portal content It also provides back-end Web server

Oracle Portal 10g Release 2 Technical Overview Page 22

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 20: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

in a Grid Computing environment using Oracle Grid Control Together these products address the challenges faced by IT organizations today

bull Radically Reduce or Eliminate Excess Computing Capacity by automatically load balancing workloads to use spare capacity efficiently eliminating ldquoislands of computationrdquo

bull Modular Inexpensive Capacity Growth by adding capacity on-demand in low cost modular units

bull Radically Lower Cost of Management by centralizing administration of the resources in a Grid and automating provisioning and administration tasks across these resources

Oracle Application Server 10g and Its Benefits Oracle Application Server 10g the next generation of Oraclersquos Integrated Software Infrastructure for Enterprise Applications has been designed to enable Grid Computing It has been designed to effectively pool together large numbers of low cost servers to create a virtual computing resource across which Enterprise Applications can be transparently distributed to use capacity very efficiently at low cost and with very high availability Any existing application that runs on Oracle Application Server can transparently take advantage of Grid Computing without any changes Service-Oriented Applications will find additional benefits when deployed in a Grid Oracle Application Server 10g provides a number of Grid Computing features most importantly

bull Radically Reduce or Eliminate Excess Computing Capacity through Policy-Based Resource Management Metrics-based Workload Management and a variety of advanced back-up disaster recovery and clustered fail-over solutions to provide maximum availability in a Grid

bull Modular Inexpensive Capacity Growth through Automated Installation Configuration and Software Provisioning (including both software cloning and patch management) across hundreds of nodes in a Grid

bull Radically Lower Cost of Management and eliminate human errors in management through Centralized Systems Monitoring Unified Application Server Cluster Management (including Cluster Monitoring Cluster Optimization and Cluster-wide Application Deployment) and centralized Identity Management across a Grid

Out of the box Oracle Portal is integrated with the directory server Web cache J2EE server and other services to provide a complete platform that is critical for a successful portal deployment The following sections describe the architecture and deployment services leveraged by Oracle Portal

Oracle Portal 10g Release 2 Technical Overview Page 20

Performance and Architecture Oracle Portal is an integral component of the Oracle Application Server The Oracle Application Server has a flexible deployment model that supports a variety of configurations on a broad set of hardware and operating systems for highly scalable performance

Figure 3 MyOracleCom architecture

Assembling pages and portlets

The portal architecture includes a highly tuned multi-threaded servlet engine to retrieve portlet content manage caching assemble Portal pages and deliver completed pages all in parallel Because the engine is deployed on OracleAS Containers for J2EE (OC4J) Oracles highly scalable award winning J2EE framework performance is truly maximized The architecture minimizes hardware costs by enabling the use of commodity hardware deployed within a server farm

Pre-built portlets

Oracle Portal itself is fully portlet enabled All major administration development and end user functions within the portal are accessed via a portlet (see Figure 3) Oracle Portal ships with a set of pre-built portlets installed and configured for portal development portal administration and general use by portal users

bull Portlet DevelopmentmdashAccess developer information from httpportalcenteroraclecom create and manage Portal page groups and

Oracle Portal 10g Release 2 Technical Overview Page 21

providers find a portal object display objects most recently creatededited and create a portlet from HTML source

bull Portal AdministrationmdashCreate and manage users and user accounts and profiles create and manage user groups administer global settings and defaults registermanage local portlet providers set Portal language enable portlet login navigate among Portal objects search for users and add and manage local and remote Portal nodes

bull Database AdministrationmdashCreate and manage database schemas create and manage database roles import database objects that have been exported and access reports about the Portal database

bull End UsermdashStore and retrieve frequently accessed URLs search for content within a page group store and retrieve searches access external applications and loginlogout

Figure 3 Oracle Portal is pre-configured with pages and portlets for portal development and administration

Caching page and page content

A fully integrated intelligent cache enables the highest level of performance by minimizing unnecessary re-generation of Portal pages and portlet content Oracle Portal takes full advantage of Oracle Application Server Web Cache Oracles patented in-memory caching technology OracleAS Web Cache combines caching compression and assembly technologies to accelerate the delivery of both static and dynamically generated portal content It also provides back-end Web server

Oracle Portal 10g Release 2 Technical Overview Page 22

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 21: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

Performance and Architecture Oracle Portal is an integral component of the Oracle Application Server The Oracle Application Server has a flexible deployment model that supports a variety of configurations on a broad set of hardware and operating systems for highly scalable performance

Figure 3 MyOracleCom architecture

Assembling pages and portlets

The portal architecture includes a highly tuned multi-threaded servlet engine to retrieve portlet content manage caching assemble Portal pages and deliver completed pages all in parallel Because the engine is deployed on OracleAS Containers for J2EE (OC4J) Oracles highly scalable award winning J2EE framework performance is truly maximized The architecture minimizes hardware costs by enabling the use of commodity hardware deployed within a server farm

Pre-built portlets

Oracle Portal itself is fully portlet enabled All major administration development and end user functions within the portal are accessed via a portlet (see Figure 3) Oracle Portal ships with a set of pre-built portlets installed and configured for portal development portal administration and general use by portal users

bull Portlet DevelopmentmdashAccess developer information from httpportalcenteroraclecom create and manage Portal page groups and

Oracle Portal 10g Release 2 Technical Overview Page 21

providers find a portal object display objects most recently creatededited and create a portlet from HTML source

bull Portal AdministrationmdashCreate and manage users and user accounts and profiles create and manage user groups administer global settings and defaults registermanage local portlet providers set Portal language enable portlet login navigate among Portal objects search for users and add and manage local and remote Portal nodes

bull Database AdministrationmdashCreate and manage database schemas create and manage database roles import database objects that have been exported and access reports about the Portal database

bull End UsermdashStore and retrieve frequently accessed URLs search for content within a page group store and retrieve searches access external applications and loginlogout

Figure 3 Oracle Portal is pre-configured with pages and portlets for portal development and administration

Caching page and page content

A fully integrated intelligent cache enables the highest level of performance by minimizing unnecessary re-generation of Portal pages and portlet content Oracle Portal takes full advantage of Oracle Application Server Web Cache Oracles patented in-memory caching technology OracleAS Web Cache combines caching compression and assembly technologies to accelerate the delivery of both static and dynamically generated portal content It also provides back-end Web server

Oracle Portal 10g Release 2 Technical Overview Page 22

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 22: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

providers find a portal object display objects most recently creatededited and create a portlet from HTML source

bull Portal AdministrationmdashCreate and manage users and user accounts and profiles create and manage user groups administer global settings and defaults registermanage local portlet providers set Portal language enable portlet login navigate among Portal objects search for users and add and manage local and remote Portal nodes

bull Database AdministrationmdashCreate and manage database schemas create and manage database roles import database objects that have been exported and access reports about the Portal database

bull End UsermdashStore and retrieve frequently accessed URLs search for content within a page group store and retrieve searches access external applications and loginlogout

Figure 3 Oracle Portal is pre-configured with pages and portlets for portal development and administration

Caching page and page content

A fully integrated intelligent cache enables the highest level of performance by minimizing unnecessary re-generation of Portal pages and portlet content Oracle Portal takes full advantage of Oracle Application Server Web Cache Oracles patented in-memory caching technology OracleAS Web Cache combines caching compression and assembly technologies to accelerate the delivery of both static and dynamically generated portal content It also provides back-end Web server

Oracle Portal 10g Release 2 Technical Overview Page 22

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 23: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

load balancing failover and surge protection features for improved performance and availability

Distributing user and content loads

Because the underlying architecture is cross-platform Oracle Portal can capitalize on the full range of available hardware resources Portal administrators can choose the best platform for each portal component thus optimizing both performance and total cost of ownership The architecture supports load distribution and parallel execution of portal components across multiple servers

High-Availability

The Oracle Portal Metadata Repository supports the following high availability options out-of-the-box

bull Oracle Database 10g RAC deployment

bull Cold Failover Clustering - The OracleAS Metadata Repository install can detect and install the OracleAS Metadata Repository on nodes in a hardware cluster for cold failover The option to install the OracleAS Metadata Repository on the current node as if the node is not in a hardware cluster is also available

bull Oracle Data Guard deployment

Security Oracle Portal leverages the complete security infrastructure of Oracle Identity Management to authenticate users support single sign on (SSO) and manage users and user group information

Authenticating users

Oracle Portal takes advantage of Oracle Application Server Single Sign-On architecture for user authentication Through OracleAS Single Sign-On users login to Oracle Application Server and gain access to any OracleAS Single Sign-On-enabled application for which they are authorized without having to re-enter the user name and password OracleAS Single Sign-On is fully integrated with Oracle Internet Directory while also supporting integration with 3rd party security management products such as Netegrity SiteMinderreg

Managing users and groups

Oracle Internet Directory (OID) is Oracle Portals repository for user and group definitions Users can be provisioned through user management screens in Oracle Portal or with the administration tools and APIs provided with OID Third party LDAP directories can be synchronized with OID using built-in metadirectory capabilities

Oracle Portal 10g Release 2 Technical Overview Page 23

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 24: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

Seamless integration with Windows domain logon

Integration with Windows is enabled via a feature of Oracle Identity Management which allows for seamless integration with and sign-on from the Windows Domain environment into Oracle Portal as well as Web applications that are hosted within Oracle Portal

Applying and managing access controls

Access control lists (ACLrsquos) are used throughout to manage user and group privileges on portal objects (pages styles items portlets etc) Administrators can delegate ACL responsibility to object owners who can specify the users and user groups as well as their privileges to access customize or modify the object Administrators can also grant global privileges on all objects of a given type

Deploying over secure networks

Oracle Portal is easily configured to support communication with users and remote portlet providers over an SSL connection

Hosting Oracle Portal provides hosting support as both a platform for Application Service Providers (ASPs) and as a more manageable way for large Enterprise IT departments to host departmental intranet or Extranet portal sites

Traditionally implementing a fully isolated portal environment for a company or department has required setting up a dedicated database instance for each organization This can quickly prove costly in terms of both hardware and manpower resources especially if the number of organizations is large A single shared instance is obviously more manageable but typically will not provide the level of isolation required to host multiple organizations securely

Oracle Portal provides a more cost effective and manageable solution for hosting multiple organizations that provides all the benefits of a shared instance model but without compromising organization security At the heart of our hosting solution is the Oracle Database 10g Virtual Private Database (VPD)

Virtual Private Database

Oracle Database 10g Virtual Private Database (VPD) is made up of two components fine grained access control and application context With Oracle Database 10g VPD you can define access policies for individuals or groups within the context of the organization they belong to In other words you can host multiple organizations (subscribers) in the same database with full isolation For users to access their portal they provide a username password and organization name either directly or indirectly through a Branded URL

Oracle Portal 10g Release 2 Technical Overview Page 24

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 25: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

Branded URLs

The hosted portal environment enables the allocation of unique branded URLs to the different subscribers For example Company A and Company B can be hosted in the same instance Company A accesses their portal through the URL httpwwwcompanyAcom and similarly company B uses httpwwwcompanyBcom The branded URL switches the context to the appropriate subscriber so that users need only provide their username and password to login Branded URLs also provide the capability for subscribers to include public pages and content on their portals

Customer Provisioning

To simplify the creation and management of subscribers Oracle Portal provides a simple to use one-step setup script The entire process for creating a new subscriber takes a matter of minutes ndash a huge time saving when compared to setting up a whole new portal instance The scripts will automatically setup the new subscriberrsquos environment users privileges and even default page and content The script takes care of all the necessary entries for Oracle Internet Directory OracleAS Single Sign-On and Oracle Portal Similar scripts are also provided to remove subscribers

Administering a Hosted Environment

To further simplify administration Oracle Portal supports the creation of administrative users that have visibility across subscriber environments For example a Support user could be configured with a degree of privileges that can access and perform maintenance tasks on any subscriber account Any number of administrative accounts can be set up with varying degrees of privileges to suit the specific needs of the hosting provider

Portal Management In Oracle Portal there are two related management interfaces the Oracle Enterprise Manager Application Server Control (Application Server Control) and the Oracle Enterprise Manager Grid Control The Application Server Control is installed with every instance of Oracle Application Server and provides the management tools needed to monitor and administer a single OracleAS instance The Oracle Enterprise Manager Grid Control is installed separately from your Oracle AS installations Typically there will be only one Enterprise Manager Grid Control installation per Enterprise The Grid Control provides a wider view of the network to manage multiple instances of OracleAS In addition the Grid Control provides a robust feature set designed to help manage all aspects of the enterprise including Oracle databases hosts listeners and other components When used together the Application Server Control and the Grid Control provide a complete set of efficient tools to reduce the cost and complexity of managing an enterprise

Oracle Portal 10g Release 2 Technical Overview Page 25

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 26: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

Installation

Out of the box the Oracle Portal Metadata Repository supports NFS installations and Installation onto machines with either DHCP or Fixed IP address Oracle Portal can also be installed on a computer that is not connected to a network and add that computer to a network later

When installing an Oracle Portal middle tier on a computer that already has other middle tiers it is possible to select to which farm the middle tier should belong

The Repository Creation Assistant may be used to install the Oracle Portal Product Metadata schema into a separate customer database rather than in the default OracleAS Metadata Repository

Port Management

If the requirement is to avoid using the default port numbers usually assigned by the installer you can set up a file with component names and desired port numbers (for example if you want access to Portal to be on HTTP port 80 and not the default HTTP port 7777) The installer then uses the values from the file instead of the default port numbers

After installation the ports in use may be viewed andor modified via the Application Server Control UI

Application Server Control

Each Oracle Portal Oracle home contains its own Application Server Control installation You can use the Application Server Control to manage your Oracle Portal middle tier in the three fundamental ways of Real Time Monitoring Administration and Detailed Log File Diagnostics

Real Time Monitoring

In addition to containing its own Application Server Control installation each Oracle Portal Oracle home also contains its own Oracle Management Agent installation Starting the Application Server Control for a given Oracle Home also starts the associated Management Agent as the Application Server Control relies on the Management Agent for its supply of real time metrics In the case of the Portal Target Page the Application Server Control provides a rich display of metrics To view this information click Portalltportal DAD namegt in the list of system components The default schema name is portal (Alternatively you can access this page directly from within Oracle Portal Click the Administer tab on the Portal Builder page click the Portal sub-tab and then click Portal Service Monitoring)

Administration

The previously mentioned Portal Target Page also allows you to easily access several administration tasks including

Oracle Portal 10g Release 2 Technical Overview Page 26

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 27: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

bull Creating Editing and Deleting DADs via the DAD wizard (by drilling through to the DAD Wizard from the mod_plsql Services link)

bull Changing the Portal Web Cache Settings that this Portal middle tier uses

bull Editing the OC4J_Portal Webxml configuration file (by drilling through to the OC4J_Portal Target Page from the Parallel Page Engine Services link)

In addition you can perform the following tasks from the Application Server Target page

bull Reassociating an Oracle Portal middle tier with a new Oracle Identity Management Server

bull Reassociating an Oracle Portal middle tier installation with a new different or relocated OracleAS Metadata Repository

Detailed Log File Diagnostics

One important step in troubleshooting an Oracle Portal installation is examining the log files of the various OracleAS components that Oracle Portal uses You can do this from the Application Server Control UI by clicking the Logs link in the top right hand corner of every page

Because Oracle Portal can satisfy a large number of requests simultaneously tracing a single request through the various Oracle Portal components can be difficult as information relating to these requests is intermingled

Oracle Portal makes use of an Execution Context Identifier (ECID) a unique number that is assigned to a request and attached to information recorded for that request As a request is passed from one component to another the ECID is incremented to form a sequence This means that an individual request can be tracked through any number of components by following this ECID sequence

An ECID is generated by the first OracleAS component to receive a request without an ECID The Application Server Control Log Viewer allows the Administrator to visually correlate a number of log file entries together based on the ECID to expose the request flow from one component to another

Oracle Enterprise Manager Grid Control

The Oracle Enterprise Manager Grid Control is installed into its own separate Oracle home from the Oracle Portal Oracle home it is managing In the majority of cases the Grid Control is actually installed on a completely separate node to your OracleAS installation The Oracle Enterprise Manager Grid Control installation consists of the Management Agent Management Service and Management Repository

The Management Service uploads the monitoring data it received from the Management Agent to the Management Repository The Management Repository

Oracle Portal 10g Release 2 Technical Overview Page 27

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 28: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

then organizes the data so that the data can be retrieved by the Management Service and displayed on the Grid Control Because data is stored in the Management Repository it can be shared between any number of administrators accessing the Grid Control

Historical Metric Reports

Whereas the Application Server Control displays real time metrics the Grid Control shows metrics that have been collected over a period of time The range of Oracle Portal metrics that are to be collected are configured (by default) at install time

You can use these collected metrics to monitor historical trends For any of the collected metrics you can graph their performance over a period of time of up to 31 days In addition you can also graph this same metric side by side with the same metric from a different Oracle Portal installation that is also being monitored

Thresholds and Automatic Notifications

In the Grid Control you can define and adjust the thresholds for Oracle Portal metrics Thresholds are boundary values against which monitored metric values are compared You can specify a warning threshold such that when a monitored metric value crosses that threshold a warning alert is generated Alerts can notify you of impending problems that you can address in a timely manner Alerts specific to Oracle Portal can be viewed from the Portal Target page in the Grid Control

Editing metric thresholds is useful because you can add or change the thresholds to fit the monitoring needs of your organization When defining a threshold you should choose a value that avoids too many unnecessary alerts

Once you have tailored your thresholds to your organization you can set up notification alerts to execute when certain metrics exceed the pre-set thresholds

To set up a notification in the Grid Control you first establish at least one Notification Method for either an Outgoing Mail Server a Script (OS Command or PLSQL) or an SNMP Trap Once you have a Notification Method defined then you can link it to a Notification Rule through which you can choose the targets and conditions for which you want to receive notifications in the Grid Control

Application Modeling

In the Grid Control you can create a Web Application to perform application performance monitoring against Oracle Portal sites by monitoring end-user response times or the performance of representative transactions Using this feature multiple sites can be monitored separately on their own page even when they all belong to the same Oracle Portal installation For example portalcenteroraclecom and portalcatalogoraclecom are part of the same Oracle Portal installation even though they are accessed via different home pages

Two main types of monitoring are performed on the Web Applications page

Oracle Portal 10g Release 2 Technical Overview Page 28

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 29: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

bull End-User Response Time monitoring - All URLs based on the application homepage (specified in the Web Application properties) are monitored URLs of particular importance can be identified in a URL Watchlist

bull Representative Transaction monitoring - Recorded application activity (transactions) is played back at regular intervals through client robots (Beacons) The availability of the application is defined as the availability of a selected subset of representative transactions replayed through selected Beacons

Portal Navigation

Oracle Portal includes several features to aid users developers and administrators in navigating to Portal pages objects created within the portal and external URLs The Portal navigator and several navigation portlets assist users in finding the objects they seek within the portal

Portal Navigator

The navigator accessible by default from the page banner allows users developers and administrators to quickly locate an Oracle Portal page provider or database object and take action on these objects (see Figure 4) The navigator provides an Explorer-like view of objects that are accessible to a logged-in user The objects that a user can access and the actions they can take are defined by user privileges

Figure 4 The navigator provides an easy-to-use navigation model to access and take action on pages

groups providers and database objects

The navigator is organized into three tabbed page regions

bull Page Groups Page Groups are organized into pages templates categories navigation pages perspectives styles and custom types The user may

Oracle Portal 10g Release 2 Technical Overview Page 29

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 30: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

create new objects within one of these groups or perform actions (such as edit delete move copy etc) on an existing object

bull Providers Providers are logical groupings of portlets The user may create edit or manage internal providers Web providers Portal DB providers provider groups as well as shared components

bull Database Objects Simple controls allow database administrators to access and take action on (open edit drop grant access export) individual database schemas Accessing a schema displays all the objects that make up the schema including tables views procedures functions packages sequences synonyms indexes triggers database links and Java objects and reveals actions that can be performed (manage run edit delete grant access and additional actions specific to the object) Clicking on an action link takes the administrator to the dialog box that performs the function

Navigation Portlets

bull Recent Objects Portlet Provides rapid access to objects (page groups providers etc) recently created or edited by a developer As the user creates or edits objects the object appears at the top of the list The user may customize the portlet content by specifying the number of objects displayed the name that appears in the banner and the display of the object (text or image)

bull Favorites Portlet Enables users to bookmark frequently accessed Web sites Users can create edit or delete their favorite URL addresses create descriptive labels and organize them into folders (up to two levels) Clicking on the favorite link takes the user to the referenced URL The user may further customize the portlet by specifying an image to appear in the banner

bull Find Portlet Allows developers and administrators to locate a page group application or database object via a search of the object attributes The user specifies the object type they wish to search (provider database and page group) and enters a keyword

Deploying to a multi-lingual community

All text appearing in wizards dialog boxes messages and help topics has been translated into 27 languages Users who access the portal with a browser language setting preference see administration editing and all other non-user defined features in their preferred language In addition Oracle Portalrsquos self-service publishing features allow information owners to load multiple translations of their content items Users viewing these items see the translation corresponding to their language setting

Oracle Portal 10g Release 2 Technical Overview Page 30

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 31: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

ExportImport

Integrated portal exportimport features support the staging and exporting of portal content including the page definition security settings and all item and portlet content from one or more development sites to a production site

The exportimport Dependency Manager ensures that all dependencies of objects in the transport set are correctly extracted Based on how each object is extracted the Dependency Manager classifies it as explicit external reference or child then displays that information in a manifest This information can be used to control import mode at a granular level

Upgrade

Utilities are available to upgrade from Oracle9iAS Release 2 and Oracle Application Server 10g (904) to Oracle Application Server 10g Release 2 (1012) The Oracle Application Server Upgrade and Compatibility Guide 10g (1012) describes the full process of upgrading Oracle Portal and other Oracle Application Server components to Oracle Application Server 10g Release 2 (1012)

Integration The Oracle Application Server includes a complete set of services all of which may be deployed via the portal environment to create a complete application server solution

Business Intelligence

Many portal implementations require tools to create detailed analyses and reports on enterprise data Pre-integrated business intelligence components within Oracle Application Server including Oracle Application Server Discoverer Oracle Application Server Reports Services and Oracle Business Intelligence Beans provide these capabilities and more Advanced features within these components support ad-hoc query reporting and analysis of enterprise data and provide the ability to publish high-quality end-user reports in HTML PDF or XML

Transactional Applications

The Oracle Application Server allows developers to develop and deploy world-class transactional applications both OLTP style applications as well as Self-Service style applications These applications may be deployed via Oracle Portal using Oracle Application Server Forms Services and Oracle Application Server Containers for J2EE (OC4J)

Oracle Portal 10g Release 2 Technical Overview Page 31

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 32: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

CONCLUSION Oracle Portal 10g Release 2 (1012) provides the most powerful platform for successful enterprise portal implementations It enables enterprises to build deploy and maintain self-service integrated enterprise portals using an easy to use browser-based wizard-driven declarative interface It also enables J2EE Developers to extend these declarative interfaces with new functionality to implement the business needs Using Oracle Portal 10g Release 2 (1012) e-businesses have the power to connect employees partners and suppliers with the information they need as well as the flexibility to create views tailored to each community

Oracle Portal 10g Release 2 Technical Overview Page 32

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners

Page 33: Oracle portal 10g release 2 technical overview an oracle white paper august 2005

Oracle Portal 10g Release 2 Technical Overview August 2005 Author Portal Product Management Contributing Authors Curriculum Development Development Marketing and Documentation Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 USA Worldwide Inquiries Phone +16505067000 Fax +16505067200 oraclecom Copyright copy 2005 Oracle All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle JD Edwards and PeopleSoft are registered trademarks of Oracle Corporation andor its affiliates Other names may be trademarks of their respective owners